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InView Investment Management’s Portland General Electric POR Stock Holding History

InView Investment 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
Q3 		$1.9M Buy
67,110
+28,640
+74% +$855K 2.55% 5
2013
Q2 		$1.18M Buy
+38,470
New +$1.2M 1.77% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

InView Investment Management's POR Position: Q3 2013 in Review

InView Investment Management increased its Portland General Electric (POR) stake by 74% in Q3 2013, buying an estimated $855K and bringing the position to 67,110 shares worth $1.9M. The position accounts for 2.55% of the portfolio, ranked #5.

InView Investment Management first reported a position in POR in Q2 2013 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold POR as of Q3 2013.

  • InView Investment Management held 67,110 shares of Portland General Electric worth $1.9M as of Q3 2013.
  • InView Investment Management bought 28,640 Portland General Electric shares in Q3 2013, an estimated $855K.
  • Portland General Electric made up 2.55% of InView Investment Management's portfolio in Q3 2013, its #5 holding.
  • InView Investment Management first reported a position in Portland General Electric in Q2 2013 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2013.

Based on InView Investment Management's 13F filing for Q3 2013, filed 29 Oct 2013.