Evercore Wealth Management’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Evercore Wealth Management’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 Q2	–	Sell	-1,334	Closed	-$51K	–	1102
2015 Q1	$51K	Hold	1,334	–	–	﹤0.01%	625
2014 Q4	$38K	Hold	1,334	–	–	﹤0.01%	581
2014 Q3	$34K	Hold	1,334	–	–	﹤0.01%	664
2014 Q2	$39K	Hold	1,334	–	–	﹤0.01%	645
2014 Q1	$35K	Buy	+1,334	New	+$35.6K	﹤0.01%	654

Other funds holding PTLA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MAM

MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return

Evercore Wealth Management's PTLA Position: Q2 2015 in Review

Evercore Wealth Management sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q2 2015, closing a stake of 1,334 shares — an estimated $51K sold.

Evercore Wealth Management first reported a position in PTLA in Q1 2014 and held it in 5 quarters. The position peaked at $51K in Q1 2015. 160 funds tracked by Wall St. Rank hold PTLA as of Q2 2015.

Evercore Wealth Management reported no remaining Portola Pharmaceuticals, Inc. position as of Q2 2015 after selling out during the quarter.
Evercore Wealth Management sold 1,334 Portola Pharmaceuticals, Inc. shares in Q2 2015, an estimated $51K.
Evercore Wealth Management first reported a position in Portola Pharmaceuticals, Inc. in Q1 2014 and held it in 5 quarters.
Evercore Wealth Management's Portola Pharmaceuticals, Inc. position peaked at $51K in Q1 2015.
160 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.