WCM Investment Management
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WCM Investment Management’s Portland General Electric POR Stock Holding History

WCM Investment Management’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
2015
Q2 		– Sell
-154,281
Closed -$5.72M – 118
2015
Q1 		$5.72M Sell
154,281
-2,222
-1% -$83.8K 0.12% 97
2014
Q4 		$5.92M Buy
156,503
+2,998
+2% +$108K 0.17% 79
2014
Q3 		$4.93M Sell
153,505
-2,508
-2% -$83.2K 0.15% 79
2014
Q2 		$5.41M Sell
156,013
-424
-0.3% -$14K 0.13% 94
2014
Q1 		$5.06M Sell
156,437
-5,572
-3% -$171K 0.18% 91
2013
Q4 		$4.89M Sell
162,009
-15,618
-9% -$459K 0.18% 94
2013
Q3 		$5.03M Buy
177,627
+12,810
+8% +$383K 0.26% 79
2013
Q2 		$5.04M Buy
+164,817
New +$5.13M 0.27% 82

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WCM Investment Management's POR Position: Q2 2015 in Review

WCM Investment Management sold out of Portland General Electric (POR) in Q2 2015, closing a stake of 154,281 shares — an estimated $5.72M sold.

WCM Investment Management first reported a position in POR in Q2 2013 and held it in 8 quarters. The position peaked at $5.92M in Q4 2014. 246 funds tracked by Wall St. Rank hold POR as of Q2 2015.

  • WCM Investment Management reported no remaining Portland General Electric position as of Q2 2015 after selling out during the quarter.
  • WCM Investment Management sold 154,281 Portland General Electric shares in Q2 2015, an estimated $5.72M.
  • WCM Investment Management first reported a position in Portland General Electric in Q2 2013 and held it in 8 quarters.
  • WCM Investment Management's Portland General Electric position peaked at $5.92M in Q4 2014.
  • 246 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2015.

Based on WCM Investment Management's 13F filing for Q2 2015, filed 11 Aug 2015.