SWM
PTLA

SVA Wealth Management’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

SVA Wealth Management’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
2017
Q3 		– Sell
-3,650
Closed -$205K – 208
2017
Q2 		$205K Buy
+3,650
New +$146K 0.03% 195

Other funds holding PTLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SVA Wealth Management's PTLA Position: Q3 2017 in Review

SVA Wealth Management sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q3 2017, closing a stake of 3,650 shares — an estimated $205K sold.

SVA Wealth Management first reported a position in PTLA in Q2 2017 and held it in 1 quarter. The position peaked at $205K in Q2 2017. 221 funds tracked by Wall St. Rank hold PTLA as of Q3 2017.

  • SVA Wealth Management reported no remaining Portola Pharmaceuticals, Inc. position as of Q3 2017 after selling out during the quarter.
  • SVA Wealth Management sold 3,650 Portola Pharmaceuticals, Inc. shares in Q3 2017, an estimated $205K.
  • SVA Wealth Management first reported a position in Portola Pharmaceuticals, Inc. in Q2 2017 and held it in 1 quarter.
  • SVA Wealth Management's Portola Pharmaceuticals, Inc. position peaked at $205K in Q2 2017.
  • 221 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q3 2017.

Based on SVA Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.