Concert Wealth Management’s Palo Alto Networks PANW Stock Holding History

Concert Wealth Management’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-16,662	Closed	-$352K	–	356
2017 Q1	$352K	Buy	16,662 +3,960	+31%	+$88.5K	0.08%	324
2016 Q4	$270K	Sell	12,702 -3,312	-21%	-$79.4K	0.06%	375
2016 Q3	$428K	Sell	16,014 -1,116	-7%	-$25.4K	0.05%	405
2016 Q2	$350K	Buy	17,130 +5,586	+48%	+$129K	0.05%	419
2016 Q1	$316K	Sell	11,544 -672	-6%	-$16.5K	0.04%	445
2015 Q4	$358K	Sell	12,216 -1,536	-11%	-$44.3K	0.05%	431
2015 Q3	$391K	Buy	13,752 +1,650	+14%	+$48.7K	0.05%	406
2015 Q2	$349K	Sell	12,102 -390	-3%	-$10.4K	0.05%	453
2015 Q1	$279K	Buy	+12,492	New	+$280K	0.08%	311

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Concert Wealth Management's PANW Position: Q2 2017 in Review

Concert Wealth Management sold out of Palo Alto Networks (PANW) in Q2 2017, closing a stake of 16,662 shares — an estimated $352K sold.

Concert Wealth Management first reported a position in PANW in Q1 2015 and held it in 9 quarters. The position peaked at $428K in Q3 2016. 567 funds tracked by Wall St. Rank hold PANW as of Q2 2017.

Concert Wealth Management reported no remaining Palo Alto Networks position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 16,662 Palo Alto Networks shares in Q2 2017, an estimated $352K.
Concert Wealth Management first reported a position in Palo Alto Networks in Q1 2015 and held it in 9 quarters.
Concert Wealth Management's Palo Alto Networks position peaked at $428K in Q3 2016.
567 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.