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Checchi Capital Advisers’s Portland General Electric POR Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-306
Closed -$14K – 992
2016
Q2 		$14K Sell
306
-118
-28% -$4.82K ﹤0.01% 1235
2016
Q1 		$17K Buy
+424
New +$16.2K ﹤0.01% 1194

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Checchi Capital Advisers's POR Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Portland General Electric (POR) in Q3 2016, closing a stake of 306 shares — an estimated $14K sold.

Checchi Capital Advisers first reported a position in POR in Q1 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2016. 262 funds tracked by Wall St. Rank hold POR as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Portland General Electric position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 306 Portland General Electric shares in Q3 2016, an estimated $14K.
  • Checchi Capital Advisers first reported a position in Portland General Electric in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Portland General Electric position peaked at $17K in Q1 2016.
  • 262 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.