Independent Portfolio Consultants’s Palo Alto Networks PANW Stock Holding History

Independent Portfolio Consultants’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	$21K	Hold	954	–	–	0.01%	602
2017 Q1	$18K	Buy	+954	New	+$21.3K	0.01%	666
2015 Q4	–	Sell	-5,070	Closed	-$145K	–	793
2015 Q3	$145K	Sell	5,070 -3,540	-41%	-$104K	0.03%	401
2015 Q2	$251K	Sell	8,610 -2,550	-23%	-$68.1K	0.05%	327
2015 Q1	$272K	Sell	11,160 -960	-8%	-$21.5K	0.06%	309
2014 Q4	$248K	Sell	12,120 -12,720	-51%	-$234K	0.05%	335
2014 Q3	$406K	Buy	+24,840	New	+$357K	0.11%	297

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CGI

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

Independent Portfolio Consultants's PANW Position: Q2 2017 in Review

Independent Portfolio Consultants held its Palo Alto Networks (PANW) position steady in Q2 2017 at 954 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #602.

Independent Portfolio Consultants first reported a position in PANW in Q3 2014 and has held it in 7 quarters since. The position peaked at $406K in Q3 2014. 567 funds tracked by Wall St. Rank hold PANW as of Q2 2017.

Independent Portfolio Consultants held 954 shares of Palo Alto Networks worth $21K as of Q2 2017.
Independent Portfolio Consultants left its Palo Alto Networks share count unchanged in Q2 2017.
Palo Alto Networks made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #602 holding.
Independent Portfolio Consultants first reported a position in Palo Alto Networks in Q3 2014 and has held it in 7 quarters since.
Independent Portfolio Consultants's Palo Alto Networks position peaked at $406K in Q3 2014.
567 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.