WFG Advisors’s Portland General Electric POR Stock Holding History

WFG Advisors’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
2017 Q2	$0	Hold	8	–	–	﹤0.01%	1638
2017 Q1	$0	Hold	8	–	–	﹤0.01%	1621
2016 Q4	$0	Hold	8	–	–	﹤0.01%	1675
2016 Q3	$0	Hold	8	–	–	﹤0.01%	1659
2016 Q2	$0	Hold	8	–	–	﹤0.01%	1657
2016 Q1	$0	Hold	8	–	–	﹤0.01%	1642
2015 Q4	$0	Hold	8	–	–	﹤0.01%	1648
2015 Q3	$0	Hold	8	–	–	﹤0.01%	1684
2015 Q2	$0	Hold	8	–	–	﹤0.01%	1767
2015 Q1	$0	Hold	8	–	–	﹤0.01%	1999
2014 Q4	$0	Hold	8	–	–	﹤0.01%	2202
2014 Q3	$0	Buy	8 +1	+14%	+$33	﹤0.01%	2154
2014 Q2	$0	Hold	7	–	–	﹤0.01%	2044
2014 Q1	$0	Sell	7 -500	-99%	-$15.4K	﹤0.01%	2172
2013 Q4	$15K	Hold	507	–	–	﹤0.01%	1459
2013 Q3	$14K	Buy	507 +500	+7,143%	+$14.9K	﹤0.01%	1406
2013 Q2	$0	Buy	+7	New	+$218	﹤0.01%	2106

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

WFG Advisors's POR Position: Q2 2017 in Review

WFG Advisors held its Portland General Electric (POR) position steady in Q2 2017 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

WFG Advisors first reported a position in POR in Q2 2013 and has held it in 17 quarters since. The position peaked at $15K in Q4 2013. 271 funds tracked by Wall St. Rank hold POR as of Q2 2017.

WFG Advisors held 8 shares of Portland General Electric worth $0 as of Q2 2017.
WFG Advisors left its Portland General Electric share count unchanged in Q2 2017.
Portland General Electric made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1638 holding.
WFG Advisors first reported a position in Portland General Electric in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Portland General Electric position peaked at $15K in Q4 2013.
271 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.