BWA
PTLA

Burt Wealth Advisors’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Burt Wealth Advisors’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
2015
Q1 		– Sell
-443
Closed -$13K – 373
2014
Q4 		$13K Buy
+443
New +$12.3K 0.01% 215

Other funds holding PTLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return

Burt Wealth Advisors's PTLA Position: Q1 2015 in Review

Burt Wealth Advisors sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q1 2015, closing a stake of 443 shares — an estimated $13K sold.

Burt Wealth Advisors first reported a position in PTLA in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 160 funds tracked by Wall St. Rank hold PTLA as of Q1 2015.

  • Burt Wealth Advisors reported no remaining Portola Pharmaceuticals, Inc. position as of Q1 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 443 Portola Pharmaceuticals, Inc. shares in Q1 2015, an estimated $13K.
  • Burt Wealth Advisors first reported a position in Portola Pharmaceuticals, Inc. in Q4 2014 and held it in 1 quarter.
  • Burt Wealth Advisors's Portola Pharmaceuticals, Inc. position peaked at $13K in Q4 2014.
  • 160 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q1 2015.

Based on Burt Wealth Advisors's 13F filing for Q1 2015, filed 1 May 2015.