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Boston Private Bank & Trust’s Portland General Electric POR Stock Holding History

Boston Private Bank & Trust’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,000
Closed -$56K – 1073
2013
Q3 		$56K Hold
2,000
– – ﹤0.01% 544
2013
Q2 		$61K Buy
+2,000
New +$62.2K ﹤0.01% 519

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Private Bank & Trust's POR Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of Portland General Electric (POR) in Q4 2013, closing a stake of 2,000 shares — an estimated $56K sold.

Boston Private Bank & Trust first reported a position in POR in Q2 2013 and held it in 2 quarters. The position peaked at $61K in Q2 2013. 243 funds tracked by Wall St. Rank hold POR as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining Portland General Electric position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 2,000 Portland General Electric shares in Q4 2013, an estimated $56K.
  • Boston Private Bank & Trust first reported a position in Portland General Electric in Q2 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's Portland General Electric position peaked at $61K in Q2 2013.
  • 243 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.