Appropriate Balance Financial Services’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-19,920
Closed -$541K 33
2016
Q1
$541K Sell
19,920
-1,770
-8% -$43.5K 0.38% 22
2015
Q4
$636K Buy
+21,690
New +$626K 0.44% 16

Other funds holding PANW

Appropriate Balance Financial Services's PANW Position: Q2 2016 in Review

Appropriate Balance Financial Services sold out of Palo Alto Networks (PANW) in Q2 2016, closing a stake of 19,920 shares — an estimated $541K sold.

Appropriate Balance Financial Services first reported a position in PANW in Q4 2015 and held it in 2 quarters. The position peaked at $636K in Q4 2015. 511 funds tracked by Wall St. Rank hold PANW as of Q2 2016.

  • Appropriate Balance Financial Services reported no remaining Palo Alto Networks position as of Q2 2016 after selling out during the quarter.
  • Appropriate Balance Financial Services sold 19,920 Palo Alto Networks shares in Q2 2016, an estimated $541K.
  • Appropriate Balance Financial Services first reported a position in Palo Alto Networks in Q4 2015 and held it in 2 quarters.
  • Appropriate Balance Financial Services's Palo Alto Networks position peaked at $636K in Q4 2015.
  • 511 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2016.

Based on Appropriate Balance Financial Services's 13F filing for Q2 2016, filed 12 Jul 2016.