RIA
POR icon

Regal Investment Advisors’s Portland General Electric POR Stock Holding History

Regal Investment 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
2014
Q3 		– Sell
-375
Closed -$13K – 968
2014
Q2 		$13K Hold
375
– – ﹤0.01% 624
2014
Q1 		$12K Hold
375
– – 0.01% 607
2013
Q4 		$11K Hold
375
– – 0.01% 580
2013
Q3 		$11K Hold
375
– – 0.01% 586
2013
Q2 		$12K Buy
+375
New +$11.7K 0.01% 556

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Regal Investment Advisors's POR Position: Q3 2014 in Review

Regal Investment Advisors sold out of Portland General Electric (POR) in Q3 2014, closing a stake of 375 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in POR in Q2 2013 and held it in 5 quarters. The position peaked at $13K in Q2 2014. 262 funds tracked by Wall St. Rank hold POR as of Q3 2014.

  • Regal Investment Advisors reported no remaining Portland General Electric position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 375 Portland General Electric shares in Q3 2014, an estimated $13K.
  • Regal Investment Advisors first reported a position in Portland General Electric in Q2 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Portland General Electric position peaked at $13K in Q2 2014.
  • 262 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.