IWP
POR icon

Icon Wealth Partners’s Portland General Electric POR Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-213
Closed -$11K – 610
2019
Q1 		$11K Buy
+213
New +$10.4K ﹤0.01% 653

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Icon Wealth Partners's POR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Portland General Electric (POR) in Q2 2019, closing a stake of 213 shares — an estimated $11K sold.

Icon Wealth Partners first reported a position in POR in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 329 funds tracked by Wall St. Rank hold POR as of Q2 2019.

  • Icon Wealth Partners reported no remaining Portland General Electric position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 213 Portland General Electric shares in Q2 2019, an estimated $11K.
  • Icon Wealth Partners first reported a position in Portland General Electric in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Portland General Electric position peaked at $11K in Q1 2019.
  • 329 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.