MYIA
PTLA

Mount Yale Investment Advisors’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-16
Closed – – 896
2018
Q3 		$0 Sell
16
-277
-95% -$9.04K ﹤0.01% 1027
2018
Q2 		$11K Buy
293
+1
+0.3% +$38 ﹤0.01% 869
2018
Q1 		$10K Buy
+292
New +$12.8K ﹤0.01% 850

Other funds holding PTLA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Mount Yale Investment Advisors's PTLA Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q4 2018, closing a stake of 16 shares.

Mount Yale Investment Advisors first reported a position in PTLA in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 181 funds tracked by Wall St. Rank hold PTLA as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Portola Pharmaceuticals, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 16 Portola Pharmaceuticals, Inc. shares in Q4 2018.
  • Mount Yale Investment Advisors first reported a position in Portola Pharmaceuticals, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Portola Pharmaceuticals, Inc. position peaked at $11K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.