Ironwood Financial’s Portland General Electric POR Stock Holding History

Ironwood Financial’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
2015 Q1	–	Sell	-1	Closed	–	–	410
2014 Q4	$0	Buy	+1	New	+$36	﹤0.01%	375

Other funds holding POR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ironwood Financial's POR Position: Q1 2015 in Review

Ironwood Financial sold out of Portland General Electric (POR) in Q1 2015, closing a stake of 1 share.

Ironwood Financial first reported a position in POR in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 263 funds tracked by Wall St. Rank hold POR as of Q1 2015.

Ironwood Financial reported no remaining Portland General Electric position as of Q1 2015 after selling out during the quarter.
Ironwood Financial sold 1 Portland General Electric share in Q1 2015.
Ironwood Financial first reported a position in Portland General Electric in Q4 2014 and held it in 1 quarter.
Ironwood Financial's Portland General Electric position peaked at $0 in Q4 2014.
263 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2015.

Based on Ironwood Financial's 13F filing for Q1 2015, filed 6 May 2015.