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Forward Management’s Portland General Electric POR Stock Holding History

Forward 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
2013
Q4 		– Sell
-1,700
Closed -$48K – 403
2013
Q3 		$48K Buy
+1,700
New +$50.8K ﹤0.01% 337

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 $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Forward Management's POR Position: Q4 2013 in Review

Forward Management sold out of Portland General Electric (POR) in Q4 2013, closing a stake of 1,700 shares — an estimated $48K sold.

Forward Management first reported a position in POR in Q3 2013 and held it in 1 quarter. The position peaked at $48K in Q3 2013. 243 funds tracked by Wall St. Rank hold POR as of Q4 2013.

  • Forward Management reported no remaining Portland General Electric position as of Q4 2013 after selling out during the quarter.
  • Forward Management sold 1,700 Portland General Electric shares in Q4 2013, an estimated $48K.
  • Forward Management first reported a position in Portland General Electric in Q3 2013 and held it in 1 quarter.
  • Forward Management's Portland General Electric position peaked at $48K in Q3 2013.
  • 243 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2013.

Based on Forward Management's 13F filing for Q4 2013, filed 31 Jan 2014.