CWM
POR icon

Cornerstone Wealth Management’s Portland General Electric POR Stock Holding History

Cornerstone Wealth Management’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
2020
Q2 		– Sell
-4,442
Closed -$213K – 402
2020
Q1 		$213K Buy
+4,442
New +$249K 0.04% 318

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Cornerstone Wealth Management's POR Position: Q2 2020 in Review

Cornerstone Wealth Management sold out of Portland General Electric (POR) in Q2 2020, closing a stake of 4,442 shares — an estimated $213K sold.

Cornerstone Wealth Management first reported a position in POR in Q1 2020 and held it in 1 quarter. The position peaked at $213K in Q1 2020. 322 funds tracked by Wall St. Rank hold POR as of Q2 2020.

  • Cornerstone Wealth Management reported no remaining Portland General Electric position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,442 Portland General Electric shares in Q2 2020, an estimated $213K.
  • Cornerstone Wealth Management first reported a position in Portland General Electric in Q1 2020 and held it in 1 quarter.
  • Cornerstone Wealth Management's Portland General Electric position peaked at $213K in Q1 2020.
  • 322 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2020.

Based on Cornerstone Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.