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MYCIO Wealth Partners’s Portland General Electric POR Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-11,387
Closed -$635K – 293
2019
Q4 		$635K Hold
11,387
– – 0.04% 174
2019
Q3 		$642K Hold
11,387
– – 0.05% 153
2019
Q2 		$617K Hold
11,387
– – 0.05% 147
2019
Q1 		$590K Hold
11,387
– – 0.05% 142
2018
Q4 		$522K Hold
11,387
– – 0.05% 149
2018
Q3 		$519K Hold
11,387
– – 0.05% 149
2018
Q2 		$487K Hold
11,387
– – 0.05% 155
2018
Q1 		$461K Hold
11,387
– – 0.05% 138
2017
Q4 		$519K Hold
11,387
– – 0.06% 133
2017
Q3 		$520K Hold
11,387
– – 0.06% 132
2017
Q2 		$520K Sell
11,387
-104
-0.9% -$4.79K 0.06% 124
2017
Q1 		$510K Buy
11,491
+104
+0.9% +$4.58K 0.06% 131
2016
Q4 		$493K Hold
11,387
– – 0.07% 121
2016
Q3 		$485K Sell
11,387
-46
-0.4% -$1.99K 0.08% 104
2016
Q2 		$504K Hold
11,433
– – 0.09% 97
2016
Q1 		$451K Buy
11,433
+46
+0.4% +$1.76K 0.08% 106
2015
Q4 		$414K Hold
11,387
– – 0.07% 99
2015
Q3 		$421K Hold
11,387
– – 0.09% 91
2015
Q2 		$378K Hold
11,387
– – 0.07% 98
2015
Q1 		$422K Hold
11,387
– – 0.09% 90
2014
Q4 		$431K Hold
11,387
– – 0.09% 89
2014
Q3 		$366K Hold
11,387
– – 0.09% 91
2014
Q2 		$395K Hold
11,387
– – 0.09% 89
2014
Q1 		$368K Buy
11,387
+8,884
+355% +$273K 0.09% 89
2013
Q4 		$76K Hold
2,503
– – 0.02% 208
2013
Q3 		$71K Hold
2,503
– – 0.02% 204
2013
Q2 		$77K Buy
+2,503
New +$77.8K 0.02% 190

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

MYCIO Wealth Partners's POR Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Portland General Electric (POR) in Q1 2020, closing a stake of 11,387 shares — an estimated $635K sold.

MYCIO Wealth Partners first reported a position in POR in Q2 2013 and held it in 27 quarters. The position peaked at $642K in Q3 2019. 318 funds tracked by Wall St. Rank hold POR as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Portland General Electric position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 11,387 Portland General Electric shares in Q1 2020, an estimated $635K.
  • MYCIO Wealth Partners first reported a position in Portland General Electric in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Portland General Electric position peaked at $642K in Q3 2019.
  • 318 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.