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Legacy Wealth Management (Tennessee)’s Portland General Electric POR Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-193
Closed -$8.36K – 54
2016
Q4 		$8.36K Buy
+193
New +$8.14K ﹤0.01% 43

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s POR Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Portland General Electric (POR) in Q1 2017, closing a stake of 193 shares — an estimated $8.36K sold.

Legacy Wealth Management (Tennessee) first reported a position in POR in Q4 2016 and held it in 1 quarter. The position peaked at $8.36K in Q4 2016. 272 funds tracked by Wall St. Rank hold POR as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Portland General Electric position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 193 Portland General Electric shares in Q1 2017, an estimated $8.36K.
  • Legacy Wealth Management (Tennessee) first reported a position in Portland General Electric in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Portland General Electric position peaked at $8.36K in Q4 2016.
  • 272 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.