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Rockefeller Financial Services’s Palo Alto Networks PANW Stock Holding History

Rockefeller Financial Services’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 		$114K Sell
4,728
-6,450
-58% -$157K ﹤0.01% 373
2017
Q3 		$268K Buy
11,178
+8,610
+335% +$196K 0.01% 308
2017
Q2 		$57K Hold
2,568
– – ﹤0.01% 374
2017
Q1 		$48K Hold
2,568
– – ﹤0.01% 401
2016
Q4 		$54K Buy
+2,568
New +$61.5K ﹤0.01% 417

Other funds holding PANW

Vanguard Group
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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

Rockefeller Financial Services's PANW Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Palo Alto Networks (PANW) stake by 58% in Q4 2017, selling an estimated $157K and leaving 4,728 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Rockefeller Financial Services first reported a position in PANW in Q4 2016 and has held it in 5 quarters since. The position peaked at $268K in Q3 2017. 628 funds tracked by Wall St. Rank hold PANW as of Q4 2017.

  • Rockefeller Financial Services held 4,728 shares of Palo Alto Networks worth $114K as of Q4 2017.
  • Rockefeller Financial Services sold 6,450 Palo Alto Networks shares in Q4 2017, an estimated $157K.
  • Palo Alto Networks made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #373 holding.
  • Rockefeller Financial Services first reported a position in Palo Alto Networks in Q4 2016 and has held it in 5 quarters since.
  • Rockefeller Financial Services's Palo Alto Networks position peaked at $268K in Q3 2017.
  • 628 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.