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Roble Belko & Company’s Portland General Electric POR Stock Holding History

Roble Belko & Company’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
2016
Q4 		– Sell
-266
Closed -$11K – 410
2016
Q3 		$11K Buy
+266
New +$11.5K 0.01% 212

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Roble Belko & Company's POR Position: Q4 2016 in Review

Roble Belko & Company sold out of Portland General Electric (POR) in Q4 2016, closing a stake of 266 shares — an estimated $11K sold.

Roble Belko & Company first reported a position in POR in Q3 2016 and held it in 1 quarter. The position peaked at $11K in Q3 2016. 275 funds tracked by Wall St. Rank hold POR as of Q4 2016.

  • Roble Belko & Company reported no remaining Portland General Electric position as of Q4 2016 after selling out during the quarter.
  • Roble Belko & Company sold 266 Portland General Electric shares in Q4 2016, an estimated $11K.
  • Roble Belko & Company first reported a position in Portland General Electric in Q3 2016 and held it in 1 quarter.
  • Roble Belko & Company's Portland General Electric position peaked at $11K in Q3 2016.
  • 275 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2016.

Based on Roble Belko & Company's 13F filing for Q4 2016, filed 18 Jan 2017.