Wealthspire Advisors (Maryland)’s Portland General Electric POR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-46	Closed	-$2K	–	1609
2019 Q1	$2K	Hold	46	–	–	﹤0.01%	2188
2018 Q4	$2K	Buy	46 +14	+44%	+$656	﹤0.01%	2115
2018 Q3	$1K	Hold	32	–	–	﹤0.01%	2314
2018 Q2	$1K	Hold	32	–	–	﹤0.01%	2347
2018 Q1	$1K	Hold	32	–	–	﹤0.01%	2380
2017 Q4	$1K	Hold	32	–	–	﹤0.01%	2320
2017 Q3	$1K	Sell	32 -7	-18%	-$322	﹤0.01%	2130
2017 Q2	$2K	Sell	39 -65	-63%	-$3K	﹤0.01%	2000
2017 Q1	$5K	Buy	+104	New	+$4.58K	﹤0.01%	1524
2016 Q2	–	Sell	-484	Closed	-$19K	–	1785
2016 Q1	$19K	Hold	484	–	–	﹤0.01%	989
2015 Q4	$18K	Buy	+484	New	+$17.8K	﹤0.01%	1002

Other funds holding POR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s POR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Portland General Electric (POR) in Q2 2019, closing a stake of 46 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in POR in Q4 2015 and held it in 11 quarters. The position peaked at $19K in Q1 2016. 329 funds tracked by Wall St. Rank hold POR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Portland General Electric position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 46 Portland General Electric shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Portland General Electric in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Portland General Electric position peaked at $19K in Q1 2016.
329 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.