CSat Investment Advisory’s Portland General Electric POR Stock Holding History

CSat Investment Advisory’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 Q4	–	Sell	-391	Closed	-$14K	–	843
2020 Q3	$14K	Buy	391 +42	+12%	+$1.68K	﹤0.01%	967
2020 Q2	$15K	Buy	349 +111	+47%	+$5.08K	﹤0.01%	924
2020 Q1	$11K	Buy	238 +45	+23%	+$2.52K	﹤0.01%	891
2019 Q4	$11K	Buy	193 +24	+14%	+$1.34K	﹤0.01%	969
2019 Q3	$10K	Buy	169 +24	+17%	+$1.34K	﹤0.01%	931
2019 Q2	$8K	Buy	+145	New	+$7.67K	﹤0.01%	965

Other funds holding POR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's POR Position: Q4 2020 in Review

CSat Investment Advisory sold out of Portland General Electric (POR) in Q4 2020, closing a stake of 391 shares — an estimated $14K sold.

CSat Investment Advisory first reported a position in POR in Q2 2019 and held it in 6 quarters. The position peaked at $15K in Q2 2020. 316 funds tracked by Wall St. Rank hold POR as of Q4 2020.

CSat Investment Advisory reported no remaining Portland General Electric position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 391 Portland General Electric shares in Q4 2020, an estimated $14K.
CSat Investment Advisory first reported a position in Portland General Electric in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Portland General Electric position peaked at $15K in Q2 2020.
316 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.