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

IHT 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
2018
Q1 		– Sell
-1
Closed – – 1740
2017
Q4 		$0 Buy
+1
New +$47 ﹤0.01% 1757
2017
Q1 		– Sell
-398
Closed -$17K – 1308
2016
Q4 		$17K Buy
+398
New +$16.8K 0.01% 686

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IHT Wealth Management's POR Position: Q1 2018 in Review

IHT Wealth Management sold out of Portland General Electric (POR) in Q1 2018, closing a stake of 1 share.

IHT Wealth Management first reported a position in POR in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q4 2016. 303 funds tracked by Wall St. Rank hold POR as of Q1 2018.

  • IHT Wealth Management reported no remaining Portland General Electric position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1 Portland General Electric share in Q1 2018.
  • IHT Wealth Management first reported a position in Portland General Electric in Q4 2016 and held it in 2 quarters.
  • IHT Wealth Management's Portland General Electric position peaked at $17K in Q4 2016.
  • 303 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.