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

Focused 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
2018 Q3	–	Sell	-125	Closed	-$5K	–	742
2018 Q2	$5K	Hold	125	–	–	﹤0.01%	522
2018 Q1	$4K	Hold	125	–	–	﹤0.01%	586
2017 Q4	$6K	Hold	125	–	–	﹤0.01%	532
2017 Q3	$7K	Hold	125	–	–	﹤0.01%	485
2017 Q2	$7K	Hold	125	–	–	﹤0.01%	529
2017 Q1	$5K	Hold	125	–	–	﹤0.01%	551
2016 Q4	$3K	Hold	125	–	–	﹤0.01%	598
2016 Q3	$3K	Hold	125	–	–	﹤0.01%	576
2016 Q2	$3K	Hold	125	–	–	﹤0.01%	573
2016 Q1	$3K	Hold	125	–	–	﹤0.01%	543
2015 Q4	$6K	Hold	125	–	–	﹤0.01%	489
2015 Q3	$5K	Hold	125	–	–	﹤0.01%	509
2015 Q2	$6K	Hold	125	–	–	﹤0.01%	492
2015 Q1	$5K	Hold	125	–	–	﹤0.01%	535
2014 Q4	$4K	Hold	125	–	–	﹤0.01%	541
2014 Q3	$3K	Hold	125	–	–	﹤0.01%	575
2014 Q2	$4K	Hold	125	–	–	﹤0.01%	546
2014 Q1	$3K	Hold	125	–	–	﹤0.01%	540
2013 Q4	$3K	Buy	+125	New	+$3.04K	﹤0.01%	537

Other funds holding PTLA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Focused Wealth Management's PTLA Position: Q3 2018 in Review

Focused Wealth Management sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q3 2018, closing a stake of 125 shares — an estimated $5K sold.

Focused Wealth Management first reported a position in PTLA in Q4 2013 and held it in 19 quarters. The position peaked at $7K in Q3 2017. 197 funds tracked by Wall St. Rank hold PTLA as of Q3 2018.

Focused Wealth Management reported no remaining Portola Pharmaceuticals, Inc. position as of Q3 2018 after selling out during the quarter.
Focused Wealth Management sold 125 Portola Pharmaceuticals, Inc. shares in Q3 2018, an estimated $5K.
Focused Wealth Management first reported a position in Portola Pharmaceuticals, Inc. in Q4 2013 and held it in 19 quarters.
Focused Wealth Management's Portola Pharmaceuticals, Inc. position peaked at $7K in Q3 2017.
197 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q3 2018.

Based on Focused Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.