Sun Life Financial’s Palo Alto Networks PANW Stock Holding History

Sun Life Financial’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 Q1	–	Sell	-6,000	Closed	-$145K	–	490
2017 Q4	$145K	Hold	6,000	–	–	0.01%	166
2017 Q3	$144K	Hold	6,000	–	–	0.01%	286
2017 Q2	$134K	Buy	6,000 +5,322	+785%	+$108K	0.01%	286
2017 Q1	$1K	Buy	+678	New	+$15.2K	﹤0.01%	132
2014 Q1	–	Sell	-1,629,420	Closed	-$15.6M	–	101
2013 Q4	$15.6M	Sell	1,629,420 -283,584	-15%	-$2.25M	1.38%	11
2013 Q3	$14.6M	Sell	1,913,004 -114,660	-6%	-$904K	1.31%	11
2013 Q2	$14.2M	Buy	+2,027,664	New	+$16.9M	1.2%	18

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sun Life Financial's PANW Position: Q1 2018 in Review

Sun Life Financial sold out of Palo Alto Networks (PANW) in Q1 2018, closing a stake of 6,000 shares — an estimated $145K sold.

Sun Life Financial first reported a position in PANW in Q2 2013 and held it in 7 quarters. The position peaked at $15.6M in Q4 2013. 662 funds tracked by Wall St. Rank hold PANW as of Q1 2018.

Sun Life Financial reported no remaining Palo Alto Networks position as of Q1 2018 after selling out during the quarter.
Sun Life Financial sold 6,000 Palo Alto Networks shares in Q1 2018, an estimated $145K.
Sun Life Financial first reported a position in Palo Alto Networks in Q2 2013 and held it in 7 quarters.
Sun Life Financial's Palo Alto Networks position peaked at $15.6M in Q4 2013.
662 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2018.

Based on Sun Life Financial's 13F filing for Q1 2018, filed 14 May 2018.