EHC
PANW icon

Everett Harris & Co’s Palo Alto Networks PANW Stock Holding History

Everett Harris & Co’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
-12,000
Closed -$225K – 239
2017
Q1 		$225K Buy
+12,000
New +$268K 0.01% 217
2016
Q3 		– Sell
-30,000
Closed -$613K – 237
2016
Q2 		$613K Sell
30,000
-600
-2% -$13.9K 0.02% 156
2016
Q1 		$832K Buy
+30,600
New +$752K 0.03% 148

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ClearBridge Investments
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Citadel Advisors
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Renaissance Technologies
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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
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