Shine Investment Advisory Services’s Portland General Electric POR Stock Holding History

Shine Investment Advisory Services’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	$5K	Hold	136	–	–	﹤0.01%	635
2020 Q2	$6K	Hold	136	–	–	﹤0.01%	618
2020 Q1	$7K	Hold	136	–	–	﹤0.01%	564
2019 Q4	$8K	Sell	136 -44	-24%	-$2.46K	﹤0.01%	617
2019 Q3	$10K	Hold	180	–	–	﹤0.01%	559
2019 Q2	$10K	Hold	180	–	–	﹤0.01%	539
2019 Q1	$9K	Hold	180	–	–	﹤0.01%	563
2018 Q4	$8K	Hold	180	–	–	﹤0.01%	551
2018 Q3	$8K	Hold	180	–	–	﹤0.01%	556
2018 Q2	$8K	Hold	180	–	–	﹤0.01%	561
2018 Q1	$7K	Hold	180	–	–	﹤0.01%	580
2017 Q4	$8K	Hold	180	–	–	﹤0.01%	574
2017 Q3	$8K	Hold	180	–	–	﹤0.01%	566
2017 Q2	$8K	Buy	+180	New	+$8.3K	﹤0.01%	554

Other funds holding POR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Shine Investment Advisory Services's POR Position: Q3 2020 in Review

Shine Investment Advisory Services held its Portland General Electric (POR) position steady in Q3 2020 at 136 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Shine Investment Advisory Services first reported a position in POR in Q2 2017 and has held it in 14 quarters since. The position peaked at $10K in Q3 2019. 307 funds tracked by Wall St. Rank hold POR as of Q3 2020.

Shine Investment Advisory Services held 136 shares of Portland General Electric worth $5K as of Q3 2020.
Shine Investment Advisory Services left its Portland General Electric share count unchanged in Q3 2020.
Portland General Electric made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #635 holding.
Shine Investment Advisory Services first reported a position in Portland General Electric in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Portland General Electric position peaked at $10K in Q3 2019.
307 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.