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Lehman Financial Resources’s Portland General Electric POR Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-14
Closed – – 268
2015
Q3 		$0 Hold
14
– – ﹤0.01% 479
2015
Q2 		$0 Hold
14
– – ﹤0.01% 437
2015
Q1 		$1K Hold
14
– – ﹤0.01% 402
2014
Q4 		$1K Hold
14
– – ﹤0.01% 382
2014
Q3 		$0 Hold
14
– – ﹤0.01% 428
2014
Q2 		$0 Hold
14
– – ﹤0.01% 405
2014
Q1 		$0 Hold
14
– – ﹤0.01% 411
2013
Q4 		$0 Hold
14
– – ﹤0.01% 398
2013
Q3 		$0 Hold
14
– – ﹤0.01% 388
2013
Q2 		$0 Buy
+14
New +$435 ﹤0.01% 354

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lehman Financial Resources's POR Position: Q4 2015 in Review

Lehman Financial Resources sold out of Portland General Electric (POR) in Q4 2015, closing a stake of 14 shares.

Lehman Financial Resources first reported a position in POR in Q2 2013 and held it in 10 quarters. The position peaked at $1K in Q1 2015. 257 funds tracked by Wall St. Rank hold POR as of Q4 2015.

  • Lehman Financial Resources reported no remaining Portland General Electric position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 14 Portland General Electric shares in Q4 2015.
  • Lehman Financial Resources first reported a position in Portland General Electric in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Portland General Electric position peaked at $1K in Q1 2015.
  • 257 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.