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tru Independence’s Portland General Electric POR Stock Holding History

tru Independence’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
-30
Closed -$1K – 711
2020
Q2 		$1K Hold
30
– – ﹤0.01% 861
2020
Q1 		$1K Hold
30
– – ﹤0.01% 688
2019
Q4 		$1K Buy
+30
New +$1.68K ﹤0.01% 884

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

tru Independence's POR Position: Q3 2020 in Review

tru Independence sold out of Portland General Electric (POR) in Q3 2020, closing a stake of 30 shares — an estimated $1K sold.

tru Independence first reported a position in POR in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 307 funds tracked by Wall St. Rank hold POR as of Q3 2020.

  • tru Independence reported no remaining Portland General Electric position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 30 Portland General Electric shares in Q3 2020, an estimated $1K.
  • tru Independence first reported a position in Portland General Electric in Q4 2019 and held it in 3 quarters.
  • tru Independence'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 tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.