MCIA
PANW icon

Mountain Capital Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Mountain Capital Investment Advisors’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
-1,920
Closed -$46K – 313
2017
Q3 		$46K Hold
1,920
– – 0.04% 125
2017
Q2 		$43K Buy
+1,920
New +$38.8K 0.04% 143

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mountain Capital Investment Advisors's PANW Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Palo Alto Networks (PANW) in Q4 2017, closing a stake of 1,920 shares — an estimated $46K sold.

Mountain Capital Investment Advisors first reported a position in PANW in Q2 2017 and held it in 2 quarters. The position peaked at $46K in Q3 2017. 628 funds tracked by Wall St. Rank hold PANW as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Palo Alto Networks position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,920 Palo Alto Networks shares in Q4 2017, an estimated $46K.
  • Mountain Capital Investment Advisors first reported a position in Palo Alto Networks in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Palo Alto Networks position peaked at $46K in Q3 2017.
  • 628 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.