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Mariner Wealth Advisors (Cincinnati)’s Palo Alto Networks PANW Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		– Sell
-5,904
Closed -$202K – 305
2018
Q2 		$202K Buy
+5,904
New +$197K 0.01% 287

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s PANW Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Palo Alto Networks (PANW) in Q3 2018, closing a stake of 5,904 shares — an estimated $202K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in PANW in Q2 2018 and held it in 1 quarter. The position peaked at $202K in Q2 2018. 745 funds tracked by Wall St. Rank hold PANW as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Palo Alto Networks position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 5,904 Palo Alto Networks shares in Q3 2018, an estimated $202K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Palo Alto Networks in Q2 2018 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Palo Alto Networks position peaked at $202K in Q2 2018.
  • 745 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.