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Willingdon Wealth Management’s Prothena Corp PRTA Stock Holding History

Willingdon Wealth Management’s Portfolio PRTA Stock Details PRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12
Closed -$1K – 369
2017
Q3 		$1K Buy
+12
New +$735 ﹤0.01% 290

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BlackRock
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State Street
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Capital World Investors
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PAI
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AllianceBernstein
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Willingdon Wealth Management's PRTA Position: Q4 2017 in Review

Willingdon Wealth Management sold out of Prothena Corp (PRTA) in Q4 2017, closing a stake of 12 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in PRTA in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 155 funds tracked by Wall St. Rank hold PRTA as of Q4 2017.

  • Willingdon Wealth Management reported no remaining Prothena Corp position as of Q4 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 12 Prothena Corp shares in Q4 2017, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Prothena Corp in Q3 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's Prothena Corp position peaked at $1K in Q3 2017.
  • 155 funds tracked by Wall St. Rank held Prothena Corp as of Q4 2017.

Based on Willingdon Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.