WFG Advisors’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

WFG 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
2016 Q4	–	Sell	-450	Closed	-$10K	–	1796
2016 Q3	$10K	Hold	450	–	–	﹤0.01%	1143
2016 Q2	$11K	Hold	450	–	–	﹤0.01%	1079
2016 Q1	$9K	Hold	450	–	–	﹤0.01%	1085
2015 Q4	$23K	Hold	450	–	–	0.01%	864
2015 Q3	$19K	Hold	450	–	–	0.01%	916
2015 Q2	$20K	Hold	450	–	–	0.01%	984
2015 Q1	$17K	Hold	450	–	–	﹤0.01%	1038
2014 Q4	$13K	Hold	450	–	–	﹤0.01%	1377
2014 Q3	$11K	Hold	450	–	–	﹤0.01%	1476
2014 Q2	$13K	Hold	450	–	–	﹤0.01%	1414
2014 Q1	$12K	Buy	450 +40	+10%	+$1.07K	﹤0.01%	1425
2013 Q4	$11K	Buy	+410	New	+$9.96K	﹤0.01%	1557

Other funds holding PTLA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAM

Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's PTLA Position: Q4 2016 in Review

WFG Advisors sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q4 2016, closing a stake of 450 shares — an estimated $10K sold.

WFG Advisors first reported a position in PTLA in Q4 2013 and held it in 12 quarters. The position peaked at $23K in Q4 2015. 150 funds tracked by Wall St. Rank hold PTLA as of Q4 2016.

WFG Advisors reported no remaining Portola Pharmaceuticals, Inc. position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 450 Portola Pharmaceuticals, Inc. shares in Q4 2016, an estimated $10K.
WFG Advisors first reported a position in Portola Pharmaceuticals, Inc. in Q4 2013 and held it in 12 quarters.
WFG Advisors's Portola Pharmaceuticals, Inc. position peaked at $23K in Q4 2015.
150 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.