Integrated Wealth Management (Palm Desert)’s Palo Alto Networks PANW Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-3,000	Closed	-$80K	–	776
2016 Q3	$80K	Sell	3,000 -480	-14%	-$10.9K	0.03%	344
2016 Q2	$71K	Buy	3,480 +780	+29%	+$18.1K	0.03%	349
2016 Q1	$73K	Buy	2,700 +480	+22%	+$11.8K	0.03%	333
2015 Q4	$65K	Buy	2,220 +120	+6%	+$3.46K	0.03%	344
2015 Q3	$60K	Buy	2,100 +1,800	+600%	+$53.1K	0.03%	347
2015 Q2	$9K	Sell	300 -150	-33%	-$4K	﹤0.01%	819
2015 Q1	$10K	Buy	+450	New	+$10.1K	﹤0.01%	769

Other funds holding PANW

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PANW Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Palo Alto Networks (PANW) in Q4 2016, closing a stake of 3,000 shares — an estimated $80K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PANW in Q1 2015 and held it in 7 quarters. The position peaked at $80K in Q3 2016. 550 funds tracked by Wall St. Rank hold PANW as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Palo Alto Networks position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 3,000 Palo Alto Networks shares in Q4 2016, an estimated $80K.
Integrated Wealth Management (Palm Desert) first reported a position in Palo Alto Networks in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Palo Alto Networks position peaked at $80K in Q3 2016.
550 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.