First Personal Financial Services’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

First Personal Financial 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 Q3	–	Sell	-200	Closed	-$5K	–	807
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	603
2019 Q1	$7K	Buy	+200	New	+$5.77K	﹤0.01%	559
2018 Q2	–	Sell	-707	Closed	-$23K	–	1009
2018 Q1	$23K	Buy	707 +100	+16%	+$4.39K	0.01%	608
2017 Q4	$30K	Sell	607 -409	-40%	-$20.7K	0.01%	573
2017 Q3	$55K	Hold	1,016	–	–	0.01%	403
2017 Q2	$57K	Buy	1,016 +26	+3%	+$1.04K	0.01%	391
2017 Q1	$39K	Hold	990	–	–	0.01%	444
2016 Q4	$22K	Buy	990 +38	+4%	+$742	0.01%	542
2016 Q3	$22K	Buy	952 +525	+123%	+$12.3K	0.01%	419
2016 Q2	$10K	Buy	+427	New	+$10.5K	﹤0.01%	571
2015 Q4	–	Sell	-23	Closed	-$1K	–	514
2015 Q3	$1K	Hold	23	–	–	﹤0.01%	459
2015 Q2	$2K	Hold	23	–	–	﹤0.01%	416
2015 Q1	$1K	Hold	23	–	–	﹤0.01%	557
2014 Q4	$0	Buy	+23	New	+$639	﹤0.01%	532

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

First Personal Financial Services's PTLA Position: Q3 2019 in Review

First Personal Financial Services sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q3 2019, closing a stake of 200 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in PTLA in Q4 2014 and held it in 14 quarters. The position peaked at $57K in Q2 2017. 212 funds tracked by Wall St. Rank hold PTLA as of Q3 2019.

First Personal Financial Services reported no remaining Portola Pharmaceuticals, Inc. position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 200 Portola Pharmaceuticals, Inc. shares in Q3 2019, an estimated $5K.
First Personal Financial Services first reported a position in Portola Pharmaceuticals, Inc. in Q4 2014 and held it in 14 quarters.
First Personal Financial Services's Portola Pharmaceuticals, Inc. position peaked at $57K in Q2 2017.
212 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.