Lenox Wealth Advisors’s Portland General Electric POR Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-64	Closed	-$3K	–	749
2020 Q1	$3K	Buy	+64	New	+$3.59K	﹤0.01%	525
2019 Q2	–	Sell	-101	Closed	-$5K	–	541
2019 Q1	$5K	Buy	+101	New	+$4.93K	﹤0.01%	373
2018 Q2	–	Sell	-28	Closed	-$1K	–	622
2018 Q1	$1K	Buy	+28	New	+$1.15K	﹤0.01%	523

Other funds holding POR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Lenox Wealth Advisors's POR Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Portland General Electric (POR) in Q2 2020, closing a stake of 64 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in POR in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 322 funds tracked by Wall St. Rank hold POR as of Q2 2020.

Lenox Wealth Advisors reported no remaining Portland General Electric position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 64 Portland General Electric shares in Q2 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in Portland General Electric in Q1 2018 and held it in 3 quarters.
Lenox Wealth Advisors's Portland General Electric position peaked at $5K in Q1 2019.
322 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.