CIAS
PTLA

Capital Investment Advisory Services’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-2
Closed – – 1388
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1505
2019
Q2 		$0 Sell
2
-40
-95% -$1.25K ﹤0.01% 1487
2019
Q1 		$1K Hold
42
– – ﹤0.01% 1194
2018
Q4 		$1K Buy
+42
New +$864 ﹤0.01% 1179

Other funds holding PTLA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Capital Investment Advisory Services's PTLA Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q4 2019, closing a stake of 2 shares.

Capital Investment Advisory Services first reported a position in PTLA in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 224 funds tracked by Wall St. Rank hold PTLA as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Portola Pharmaceuticals, Inc. position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2 Portola Pharmaceuticals, Inc. shares in Q4 2019.
  • Capital Investment Advisory Services first reported a position in Portola Pharmaceuticals, Inc. in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Portola Pharmaceuticals, Inc. position peaked at $1K in Q1 2019.
  • 224 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.