Mosaic Family Wealth’s Palo Alto Networks PANW Stock Holding History

Mosaic Family Wealth’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 Q4	–	Sell	-120	Closed	-$3K	–	854
2017 Q3	$3K	Buy	+120	New	+$2.73K	﹤0.01%	799
2016 Q4	–	Sell	-2,400	Closed	-$64K	–	736
2016 Q3	$64K	Buy	+2,400	New	+$54.7K	0.03%	298
2016 Q1	–	Sell	-600	Closed	-$17K	–	826
2015 Q4	$17K	Buy	+600	New	+$17.3K	0.01%	470

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mosaic Family Wealth's PANW Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Palo Alto Networks (PANW) in Q4 2017, closing a stake of 120 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in PANW in Q4 2015 and held it in 3 quarters. The position peaked at $64K in Q3 2016. 628 funds tracked by Wall St. Rank hold PANW as of Q4 2017.

Mosaic Family Wealth reported no remaining Palo Alto Networks position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 120 Palo Alto Networks shares in Q4 2017, an estimated $3K.
Mosaic Family Wealth first reported a position in Palo Alto Networks in Q4 2015 and held it in 3 quarters.
Mosaic Family Wealth's Palo Alto Networks position peaked at $64K in Q3 2016.
628 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.