MAP
PTLA

Moody Aldrich Partners’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Moody Aldrich Partners’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
Q2 		– Sell
-22,530
Closed -$736K – 121
2018
Q1 		$736K Buy
22,530
+3,576
+19% +$157K 0.47% 75
2017
Q4 		$923K Buy
18,954
+10,253
+118% +$519K 0.75% 70
2017
Q3 		$470K Buy
+8,701
New +$511K 0.48% 79

Other funds holding PTLA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
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
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Moody Aldrich Partners's PTLA Position: Q2 2018 in Review

Moody Aldrich Partners sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q2 2018, closing a stake of 22,530 shares — an estimated $736K sold.

Moody Aldrich Partners first reported a position in PTLA in Q3 2017 and held it in 3 quarters. The position peaked at $923K in Q4 2017. 204 funds tracked by Wall St. Rank hold PTLA as of Q2 2018.

  • Moody Aldrich Partners reported no remaining Portola Pharmaceuticals, Inc. position as of Q2 2018 after selling out during the quarter.
  • Moody Aldrich Partners sold 22,530 Portola Pharmaceuticals, Inc. shares in Q2 2018, an estimated $736K.
  • Moody Aldrich Partners first reported a position in Portola Pharmaceuticals, Inc. in Q3 2017 and held it in 3 quarters.
  • Moody Aldrich Partners's Portola Pharmaceuticals, Inc. position peaked at $923K in Q4 2017.
  • 204 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q2 2018.

Based on Moody Aldrich Partners's 13F filing for Q2 2018, filed 13 Aug 2018.