PWM
POR icon

PRW Wealth Management’s Portland General Electric POR Stock Holding History

PRW Wealth Management’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
Q2 		– Sell
-13
Closed -$1K – 511
2019
Q1 		$1K Buy
+13
New +$634 ﹤0.01% 625

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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AL
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
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State Street
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PAM
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PRW Wealth Management's POR Position: Q2 2019 in Review

PRW Wealth Management sold out of Portland General Electric (POR) in Q2 2019, closing a stake of 13 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in POR in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 329 funds tracked by Wall St. Rank hold POR as of Q2 2019.

  • PRW Wealth Management reported no remaining Portland General Electric position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 13 Portland General Electric shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Portland General Electric in Q1 2019 and held it in 1 quarter.
  • PRW Wealth Management's Portland General Electric position peaked at $1K in Q1 2019.
  • 329 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.