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Index Management Solutions’s Portland General Electric POR Stock Holding History

Index Management Solutions’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
2014
Q4 		– Sell
-5,628
Closed -$181K – 949
2014
Q3 		$181K Sell
5,628
-951
-14% -$31.6K 0.02% 681
2014
Q2 		$228K Buy
6,579
+4,554
+225% +$150K 0.03% 567
2014
Q1 		$65K Buy
+2,025
New +$62.3K 0.01% 660

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Index Management Solutions's POR Position: Q4 2014 in Review

Index Management Solutions sold out of Portland General Electric (POR) in Q4 2014, closing a stake of 5,628 shares — an estimated $181K sold.

Index Management Solutions first reported a position in POR in Q1 2014 and held it in 3 quarters. The position peaked at $228K in Q2 2014. 280 funds tracked by Wall St. Rank hold POR as of Q4 2014.

  • Index Management Solutions reported no remaining Portland General Electric position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 5,628 Portland General Electric shares in Q4 2014, an estimated $181K.
  • Index Management Solutions first reported a position in Portland General Electric in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Portland General Electric position peaked at $228K in Q2 2014.
  • 280 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.