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Winslow Evans & Crocker’s Portland General Electric POR Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-13,726
Closed -$519K – 1303
2014
Q4 		$519K Buy
+13,726
New +$497K 0.15% 154

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winslow Evans & Crocker's POR Position: Q1 2015 in Review

Winslow Evans & Crocker sold out of Portland General Electric (POR) in Q1 2015, closing a stake of 13,726 shares — an estimated $519K sold.

Winslow Evans & Crocker first reported a position in POR in Q4 2014 and held it in 1 quarter. The position peaked at $519K in Q4 2014. 263 funds tracked by Wall St. Rank hold POR as of Q1 2015.

  • Winslow Evans & Crocker reported no remaining Portland General Electric position as of Q1 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 13,726 Portland General Electric shares in Q1 2015, an estimated $519K.
  • Winslow Evans & Crocker first reported a position in Portland General Electric in Q4 2014 and held it in 1 quarter.
  • Winslow Evans & Crocker's Portland General Electric position peaked at $519K in Q4 2014.
  • 263 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2015.

Based on Winslow Evans & Crocker's 13F filing for Q1 2015, filed 14 Apr 2015.