Atwood & Palmer’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Atwood & Palmer’s Portfolio PTLA Stock Details PTLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-500	Closed	-$12K	–	329
2019 Q4	$12K	Sell	500 -500	-50%	-$13.8K	﹤0.01%	242
2019 Q3	$27K	Hold	1,000	–	–	﹤0.01%	218
2019 Q2	$27K	Hold	1,000	–	–	﹤0.01%	208
2019 Q1	$35K	Hold	1,000	–	–	0.01%	192
2018 Q4	$20K	Sell	1,000 -700	-41%	-$14.4K	﹤0.01%	212
2018 Q3	$45K	Hold	1,700	–	–	0.01%	185
2018 Q2	$64K	Hold	1,700	–	–	0.01%	175
2018 Q1	$56K	Buy	1,700 +250	+17%	+$11K	0.01%	177
2017 Q4	$71K	Hold	1,450	–	–	0.01%	170
2017 Q3	$78K	Buy	1,450 +450	+45%	+$26.4K	0.01%	163
2017 Q2	$56K	Sell	1,000 -500	-33%	-$20K	0.01%	180
2017 Q1	$59K	Buy	1,500 +1,000	+200%	+$31.8K	0.01%	172
2016 Q4	$11K	Hold	500	–	–	﹤0.01%	263
2016 Q3	$11K	Buy	+500	New	+$11.7K	﹤0.01%	257
2015 Q1	–	Sell	-1,000	Closed	-$29K	–	355
2014 Q4	$29K	Buy	+1,000	New	+$27.8K	0.01%	229

Other funds holding PTLA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Atwood & Palmer's PTLA Position: Q1 2020 in Review

Atwood & Palmer sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q1 2020, closing a stake of 500 shares — an estimated $12K sold.

Atwood & Palmer first reported a position in PTLA in Q4 2014 and held it in 15 quarters. The position peaked at $78K in Q3 2017. 187 funds tracked by Wall St. Rank hold PTLA as of Q1 2020.

Atwood & Palmer reported no remaining Portola Pharmaceuticals, Inc. position as of Q1 2020 after selling out during the quarter.
Atwood & Palmer sold 500 Portola Pharmaceuticals, Inc. shares in Q1 2020, an estimated $12K.
Atwood & Palmer first reported a position in Portola Pharmaceuticals, Inc. in Q4 2014 and held it in 15 quarters.
Atwood & Palmer's Portola Pharmaceuticals, Inc. position peaked at $78K in Q3 2017.
187 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q1 2020.

Based on Atwood & Palmer's 13F filing for Q1 2020, filed 20 Apr 2020.