CIBC Private Wealth Group’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

CIBC Private Wealth Group’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	-12,573	Closed	-$300K	–	974
2019 Q4	$300K	Buy	12,573 +110	+0.9%	+$3.03K	﹤0.01%	796
2019 Q3	$335K	Buy	+12,463	New	+$350K	﹤0.01%	762
2018 Q3	–	Sell	-140	Closed	-$5K	–	1895
2018 Q2	$5K	Buy	+140	New	+$5.36K	﹤0.01%	1740
2018 Q1	–	Sell	-1,000	Closed	-$49K	–	2137
2017 Q4	$49K	Buy	+1,000	New	+$50.6K	﹤0.01%	1198

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

CIBC Private Wealth Group's PTLA Position: Q1 2020 in Review

CIBC Private Wealth Group sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q1 2020, closing a stake of 12,573 shares — an estimated $300K sold.

CIBC Private Wealth Group first reported a position in PTLA in Q4 2017 and held it in 4 quarters. The position peaked at $335K in Q3 2019. 187 funds tracked by Wall St. Rank hold PTLA as of Q1 2020.

CIBC Private Wealth Group reported no remaining Portola Pharmaceuticals, Inc. position as of Q1 2020 after selling out during the quarter.
CIBC Private Wealth Group sold 12,573 Portola Pharmaceuticals, Inc. shares in Q1 2020, an estimated $300K.
CIBC Private Wealth Group first reported a position in Portola Pharmaceuticals, Inc. in Q4 2017 and held it in 4 quarters.
CIBC Private Wealth Group's Portola Pharmaceuticals, Inc. position peaked at $335K in Q3 2019.
187 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q1 2020.

Based on CIBC Private Wealth Group's 13F filing for Q1 2020, filed 15 May 2020.