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Salem Investment Counselors’s Portland General Electric POR Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-29
Closed -$1K – 721
2020
Q2 		$1K Buy
+29
New +$1.33K ﹤0.01% 678

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Salem Investment Counselors's POR Position: Q3 2020 in Review

Salem Investment Counselors sold out of Portland General Electric (POR) in Q3 2020, closing a stake of 29 shares — an estimated $1K sold.

Salem Investment Counselors first reported a position in POR in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 307 funds tracked by Wall St. Rank hold POR as of Q3 2020.

  • Salem Investment Counselors reported no remaining Portland General Electric position as of Q3 2020 after selling out during the quarter.
  • Salem Investment Counselors sold 29 Portland General Electric shares in Q3 2020, an estimated $1K.
  • Salem Investment Counselors first reported a position in Portland General Electric in Q2 2020 and held it in 1 quarter.
  • Salem Investment Counselors's Portland General Electric position peaked at $1K in Q2 2020.
  • 307 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2020.

Based on Salem Investment Counselors's 13F filing for Q3 2020, filed 13 Nov 2020.