SevenBridge Financial Group’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-305	Closed	-$8K	–	639
2019 Q2	$8K	Hold	305	–	–	﹤0.01%	482
2019 Q1	$11K	Hold	305	–	–	﹤0.01%	410
2018 Q4	$6K	Sell	305 -200	-40%	-$4.11K	﹤0.01%	430
2018 Q3	$13K	Hold	505	–	–	0.01%	387
2018 Q2	$19K	Hold	505	–	–	0.01%	354
2018 Q1	$16K	Hold	505	–	–	0.01%	384
2017 Q4	$25K	Buy	505 +305	+153%	+$15.4K	0.01%	349
2017 Q3	$11K	Hold	200	–	–	0.01%	442
2017 Q2	$11K	Hold	200	–	–	0.01%	449
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	477
2016 Q4	$4K	Hold	200	–	–	﹤0.01%	554
2016 Q3	$4K	Buy	+200	New	+$4.7K	﹤0.01%	540

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

SevenBridge Financial Group's PTLA Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q3 2019, closing a stake of 305 shares — an estimated $8K sold.

SevenBridge Financial Group first reported a position in PTLA in Q3 2016 and held it in 12 quarters. The position peaked at $25K in Q4 2017. 212 funds tracked by Wall St. Rank hold PTLA as of Q3 2019.

SevenBridge Financial Group reported no remaining Portola Pharmaceuticals, Inc. position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 305 Portola Pharmaceuticals, Inc. shares in Q3 2019, an estimated $8K.
SevenBridge Financial Group first reported a position in Portola Pharmaceuticals, Inc. in Q3 2016 and held it in 12 quarters.
SevenBridge Financial Group's Portola Pharmaceuticals, Inc. position peaked at $25K in Q4 2017.
212 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.