Cornerstone Financial Partners’s Palo Alto Networks PANW Stock Holding History

Cornerstone Financial Partners’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 Q4	$804K	Sell	33,432 -7,116	-18%	-$173K	0.26%	68
2017 Q3	$974K	Sell	40,548 -7,704	-16%	-$175K	0.37%	51
2017 Q2	$1.08M	Sell	48,252 -14,286	-23%	-$289K	0.42%	53
2017 Q1	$1.18M	Buy	62,538 +15,900	+34%	+$355K	0.39%	61
2016 Q4	$979K	Buy	46,638 +792	+2%	+$19K	0.31%	71
2016 Q3	$1.22M	Sell	45,846 -1,662	-3%	-$37.9K	0.43%	52
2016 Q2	$971K	Sell	47,508 -5,922	-11%	-$137K	0.34%	64
2016 Q1	$1.45M	Buy	+53,430	New	+$1.31M	0.56%	53

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Financial Partners's PANW Position: Q4 2017 in Review

Cornerstone Financial Partners reduced its Palo Alto Networks (PANW) stake by 18% in Q4 2017, selling an estimated $173K and leaving 33,432 shares worth $804K. The position accounts for 0.26% of the portfolio, ranked #68.

Cornerstone Financial Partners first reported a position in PANW in Q1 2016 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2016. 628 funds tracked by Wall St. Rank hold PANW as of Q4 2017.

Cornerstone Financial Partners held 33,432 shares of Palo Alto Networks worth $804K as of Q4 2017.
Cornerstone Financial Partners sold 7,116 Palo Alto Networks shares in Q4 2017, an estimated $173K.
Palo Alto Networks made up 0.26% of Cornerstone Financial Partners's portfolio in Q4 2017, its #68 holding.
Cornerstone Financial Partners first reported a position in Palo Alto Networks in Q1 2016 and has held it in 8 quarters since.
Cornerstone Financial Partners's Palo Alto Networks position peaked at $1.45M in Q1 2016.
628 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.