UBS’s Palo Alto Networks PANW Stock Holding History

UBS’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
2014 Q3	$22.5M	Buy	1,377,366 +321,678	+30%	+$4.62M	0.02%	885
2014 Q2	$14.8M	Buy	1,055,688 +94,890	+10%	+$1.11M	0.01%	1081
2014 Q1	$11M	Buy	960,798 +484,602	+102%	+$5.5M	0.01%	1195
2013 Q4	$4.56M	Buy	476,196 +32,352	+7%	+$256K	﹤0.01%	1952
2013 Q3	$3.39M	Buy	443,844 +202,914	+84%	+$1.6M	﹤0.01%	2066
2013 Q2	$1.69M	Buy	+240,930	New	+$2.01M	﹤0.01%	2725

Other funds holding PANW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SXM

SC XI Management Menlo Park, California $4.62M AUM 25.87% 1-Year Est. Return

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

CCM

Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SIM

SCGF III Management Menlo Park, California $673M AUM

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's PANW Position: Q3 2014 in Review

UBS increased its Palo Alto Networks (PANW) stake by 30% in Q3 2014, buying an estimated $4.62M and bringing the position to 1,377,366 shares worth $22.5M. The position accounts for 0.02% of the portfolio, ranked #885.

UBS first reported a position in PANW in Q2 2013 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold PANW as of Q3 2014.

UBS held 1,377,366 shares of Palo Alto Networks worth $22.5M as of Q3 2014.
UBS bought 321,678 Palo Alto Networks shares in Q3 2014, an estimated $4.62M.
Palo Alto Networks made up 0.02% of UBS's portfolio in Q3 2014, its #885 holding.
UBS first reported a position in Palo Alto Networks in Q2 2013 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.