Geneva Advisors’s Palo Alto Networks PANW Stock Holding History

Geneva Advisors’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
2016 Q1	–	Sell	-15,630	Closed	-$459K	–	733
2015 Q4	$459K	Sell	15,630 -11,670	-43%	-$337K	0.01%	429
2015 Q3	$783K	Sell	27,300 -17,400	-39%	-$513K	0.02%	326
2015 Q2	$1.3M	Sell	44,700 -6,990	-14%	-$187K	0.02%	268
2015 Q1	$1.26M	Sell	51,690 -21,930	-30%	-$491K	0.02%	261
2014 Q4	$1.5M	Sell	73,620 -15,990	-18%	-$295K	0.03%	231
2014 Q3	$1.47M	Buy	89,610 +960	+1%	+$13.8K	0.03%	241
2014 Q2	$1.24M	Buy	88,650 +29,070	+49%	+$339K	0.02%	281
2014 Q1	$681K	Buy	+59,580	New	+$676K	0.01%	341

Other funds holding PANW

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geneva Advisors's PANW Position: Q1 2016 in Review

Geneva Advisors sold out of Palo Alto Networks (PANW) in Q1 2016, closing a stake of 15,630 shares — an estimated $459K sold.

Geneva Advisors first reported a position in PANW in Q1 2014 and held it in 8 quarters. The position peaked at $1.5M in Q4 2014. 546 funds tracked by Wall St. Rank hold PANW as of Q1 2016.

Geneva Advisors reported no remaining Palo Alto Networks position as of Q1 2016 after selling out during the quarter.
Geneva Advisors sold 15,630 Palo Alto Networks shares in Q1 2016, an estimated $459K.
Geneva Advisors first reported a position in Palo Alto Networks in Q1 2014 and held it in 8 quarters.
Geneva Advisors's Palo Alto Networks position peaked at $1.5M in Q4 2014.
546 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2016.

Based on Geneva Advisors's 13F filing for Q1 2016, filed 3 May 2016.