Intercontinental Wealth Advisors’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Intercontinental Wealth Advisors’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 Q4	–	Sell	-535	Closed	-$14K	–	432
2019 Q3	$14K	Hold	535	–	–	0.01%	309
2019 Q2	$15K	Sell	535 -540	-50%	-$16.9K	0.01%	299
2019 Q1	$37K	Hold	1,075	–	–	0.02%	251
2018 Q4	$21K	Buy	+1,075	New	+$22.1K	0.01%	309

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

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

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Intercontinental Wealth Advisors's PTLA Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q4 2019, closing a stake of 535 shares — an estimated $14K sold.

Intercontinental Wealth Advisors first reported a position in PTLA in Q4 2018 and held it in 4 quarters. The position peaked at $37K in Q1 2019. 224 funds tracked by Wall St. Rank hold PTLA as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining Portola Pharmaceuticals, Inc. position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 535 Portola Pharmaceuticals, Inc. shares in Q4 2019, an estimated $14K.
Intercontinental Wealth Advisors first reported a position in Portola Pharmaceuticals, Inc. in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's Portola Pharmaceuticals, Inc. position peaked at $37K in Q1 2019.
224 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.