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LBA Wealth Management’s Palo Alto Networks PANW Stock Holding History

LBA Wealth Management’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
-1,200
Closed -$35K – 439
2015
Q4 		$35K Hold
1,200
– – 0.02% 225
2015
Q3 		$34K Buy
+1,200
New +$35.4K 0.02% 196

Other funds holding PANW

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Vanguard Group
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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LBA Wealth Management's PANW Position: Q1 2016 in Review

LBA Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2016, closing a stake of 1,200 shares — an estimated $35K sold.

LBA Wealth Management first reported a position in PANW in Q3 2015 and held it in 2 quarters. The position peaked at $35K in Q4 2015. 546 funds tracked by Wall St. Rank hold PANW as of Q1 2016.

  • LBA Wealth Management reported no remaining Palo Alto Networks position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 1,200 Palo Alto Networks shares in Q1 2016, an estimated $35K.
  • LBA Wealth Management first reported a position in Palo Alto Networks in Q3 2015 and held it in 2 quarters.
  • LBA Wealth Management's Palo Alto Networks position peaked at $35K in Q4 2015.
  • 546 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.