SBIA
PTLA

Sheaff Brock Investment Advisors’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Sheaff Brock 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
-7,607
Closed -$203K – 548
2018
Q3 		$203K Sell
7,607
-7,736
-50% -$253K 0.02% 452
2018
Q2 		$580K Buy
+15,343
New +$587K 0.06% 231
2017
Q2 		– Sell
-35,800
Closed -$1.4M – 664
2017
Q1 		$1.4M Buy
+35,800
New +$1.14M 0.18% 113

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

Sheaff Brock Investment Advisors's PTLA Position: Q4 2018 in Review

Sheaff Brock Investment Advisors sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q4 2018, closing a stake of 7,607 shares — an estimated $203K sold.

Sheaff Brock Investment Advisors first reported a position in PTLA in Q1 2017 and held it in 3 quarters. The position peaked at $1.4M in Q1 2017. 181 funds tracked by Wall St. Rank hold PTLA as of Q4 2018.

  • Sheaff Brock Investment Advisors reported no remaining Portola Pharmaceuticals, Inc. position as of Q4 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 7,607 Portola Pharmaceuticals, Inc. shares in Q4 2018, an estimated $203K.
  • Sheaff Brock Investment Advisors first reported a position in Portola Pharmaceuticals, Inc. in Q1 2017 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's Portola Pharmaceuticals, Inc. position peaked at $1.4M in Q1 2017.
  • 181 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q4 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.