EWM
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Edge Wealth Management’s Prothena Corp PRTA Stock Holding History

Edge Wealth Management’s Portfolio PRTA Stock Details PRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$4K – 484
2015
Q3 		$4K Buy
+100
New +$5.82K ﹤0.01% 364

Other funds holding PRTA

WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Edge Wealth Management's PRTA Position: Q4 2015 in Review

Edge Wealth Management sold out of Prothena Corp (PRTA) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in PRTA in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 161 funds tracked by Wall St. Rank hold PRTA as of Q4 2015.

  • Edge Wealth Management reported no remaining Prothena Corp position as of Q4 2015 after selling out during the quarter.
  • Edge Wealth Management sold 100 Prothena Corp shares in Q4 2015, an estimated $4K.
  • Edge Wealth Management first reported a position in Prothena Corp in Q3 2015 and held it in 1 quarter.
  • Edge Wealth Management's Prothena Corp position peaked at $4K in Q3 2015.
  • 161 funds tracked by Wall St. Rank held Prothena Corp as of Q4 2015.

Based on Edge Wealth Management's 13F filing for Q4 2015, filed 11 Jan 2016.