Laurie J. Hall Trustee’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Laurie J. Hall Trustee’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	$6K	Buy	260 +50	+24%	+$1.38K	﹤0.01%	292
2019 Q3	$6K	Buy	210 +60	+40%	+$1.68K	﹤0.01%	284
2019 Q2	$4K	Buy	150 +50	+50%	+$1.57K	﹤0.01%	308
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	322
2018 Q4	$3K	Sell	100 -20	-17%	-$411	﹤0.01%	319
2018 Q3	$3K	Hold	120	–	–	﹤0.01%	347
2018 Q2	$5K	Hold	120	–	–	﹤0.01%	327
2018 Q1	$4K	Hold	120	–	–	﹤0.01%	333
2017 Q4	$6K	Sell	120 -70	-37%	-$3.54K	﹤0.01%	324
2017 Q3	$10.3K	Hold	190	–	–	0.01%	253
2017 Q2	$10.7K	Hold	190	–	–	0.01%	244
2017 Q1	$7.24K	Hold	190	–	–	﹤0.01%	260
2016 Q4	$5K	Buy	+190	New	+$3.71K	﹤0.01%	278
2016 Q2	$5K	Buy	190 +100	+111%	+$2.47K	﹤0.01%	270
2016 Q1	$2K	Buy	+90	New	+$2.85K	﹤0.01%	282

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

Laurie J. Hall Trustee's PTLA Position: Q4 2019 in Review

Laurie J. Hall Trustee increased its Portola Pharmaceuticals, Inc. (PTLA) stake by 24% in Q4 2019, buying an estimated $1.38K and bringing the position to 260 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Laurie J. Hall Trustee first reported a position in PTLA in Q1 2016 and has held it in 15 quarters since. The position peaked at $10.7K in Q2 2017. 224 funds tracked by Wall St. Rank hold PTLA as of Q4 2019.

Laurie J. Hall Trustee held 260 shares of Portola Pharmaceuticals, Inc. worth $6K as of Q4 2019.
Laurie J. Hall Trustee bought 50 Portola Pharmaceuticals, Inc. shares in Q4 2019, an estimated $1.38K.
Portola Pharmaceuticals, Inc. made up ﹤0.01% of Laurie J. Hall Trustee's portfolio in Q4 2019, its #292 holding.
Laurie J. Hall Trustee first reported a position in Portola Pharmaceuticals, Inc. in Q1 2016 and has held it in 15 quarters since.
Laurie J. Hall Trustee's Portola Pharmaceuticals, Inc. position peaked at $10.7K in Q2 2017.
224 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q4 2019.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2019, filed 12 Feb 2020.