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Interchange Capital Partners’s Portland General Electric POR Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-251
Closed -$10K – 873
2020
Q4 		$10K Buy
+251
New +$10.2K 0.01% 797

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Fuller & Thaler Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
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Cohen & Steers
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State Street
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Interchange Capital Partners's POR Position: Q1 2021 in Review

Interchange Capital Partners sold out of Portland General Electric (POR) in Q1 2021, closing a stake of 251 shares — an estimated $10K sold.

Interchange Capital Partners first reported a position in POR in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 319 funds tracked by Wall St. Rank hold POR as of Q1 2021.

  • Interchange Capital Partners reported no remaining Portland General Electric position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 251 Portland General Electric shares in Q1 2021, an estimated $10K.
  • Interchange Capital Partners first reported a position in Portland General Electric in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Portland General Electric position peaked at $10K in Q4 2020.
  • 319 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.