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Legacy Financial Advisors’s Portland General Electric POR Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-209
Closed -$10K – 1135
2018
Q4 		$10K Hold
209
– – ﹤0.01% 566
2018
Q3 		$9K Hold
209
– – ﹤0.01% 554
2018
Q2 		$9K Hold
209
– – ﹤0.01% 556
2018
Q1 		$8K Hold
209
– – ﹤0.01% 544
2017
Q4 		$9K Buy
+209
New +$9.89K ﹤0.01% 510

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Legacy Financial Advisors's POR Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Portland General Electric (POR) in Q1 2019, closing a stake of 209 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in POR in Q4 2017 and held it in 5 quarters. The position peaked at $10K in Q4 2018. 342 funds tracked by Wall St. Rank hold POR as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Portland General Electric position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 209 Portland General Electric shares in Q1 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Portland General Electric in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Portland General Electric position peaked at $10K in Q4 2018.
  • 342 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.