WealthStone’s Portland General Electric POR Stock Holding History

WealthStone’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 Q3	–	Sell	-42	Closed	-$2.27K	–	464
2019 Q2	$2.27K	Hold	42	–	–	﹤0.01%	511
2019 Q1	$2K	Buy	+42	New	+$2.05K	0.07%	42

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthStone's POR Position: Q3 2019 in Review

WealthStone sold out of Portland General Electric (POR) in Q3 2019, closing a stake of 42 shares — an estimated $2.27K sold.

WealthStone first reported a position in POR in Q1 2019 and held it in 2 quarters. The position peaked at $2.27K in Q2 2019. 336 funds tracked by Wall St. Rank hold POR as of Q3 2019.

WealthStone reported no remaining Portland General Electric position as of Q3 2019 after selling out during the quarter.
WealthStone sold 42 Portland General Electric shares in Q3 2019, an estimated $2.27K.
WealthStone first reported a position in Portland General Electric in Q1 2019 and held it in 2 quarters.
WealthStone's Portland General Electric position peaked at $2.27K in Q2 2019.
336 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.