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Wisconsin Capital Management’s Portland General Electric POR Stock Holding History

Wisconsin Capital 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
2014
Q4 		$468K Hold
12,375
– – 0.17% 94
2014
Q3 		$397K Buy
+12,375
New +$411K 0.15% 91

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Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wisconsin Capital Management's POR Position: Q4 2014 in Review

Wisconsin Capital Management held its Portland General Electric (POR) position steady in Q4 2014 at 12,375 shares worth $468K. The position accounts for 0.17% of the portfolio, ranked #94.

Wisconsin Capital Management first reported a position in POR in Q3 2014 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold POR as of Q4 2014.

  • Wisconsin Capital Management held 12,375 shares of Portland General Electric worth $468K as of Q4 2014.
  • Wisconsin Capital Management left its Portland General Electric share count unchanged in Q4 2014.
  • Portland General Electric made up 0.17% of Wisconsin Capital Management's portfolio in Q4 2014, its #94 holding.
  • Wisconsin Capital Management first reported a position in Portland General Electric in Q3 2014 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.