WFG Advisors’s Palo Alto Networks PANW Stock Holding History

WFG 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 Q2	$80K	Sell	3,600 -1,800	-33%	-$36.4K	0.02%	579
2017 Q1	$101K	Buy	5,400 +300	+6%	+$6.71K	0.03%	476
2016 Q4	$106K	Buy	5,100 +3,000	+143%	+$71.9K	0.03%	510
2016 Q3	$56K	Buy	2,100 +1,500	+250%	+$34.2K	0.01%	681
2016 Q2	$12K	Hold	600	–	–	﹤0.01%	1046
2016 Q1	$16K	Hold	600	–	–	﹤0.01%	936
2015 Q4	$18K	Sell	600 -600	-50%	-$17.3K	0.01%	922
2015 Q3	$34K	Hold	1,200	–	–	0.01%	759
2015 Q2	$35K	Hold	1,200	–	–	0.01%	821
2015 Q1	$29K	Buy	+1,200	New	+$26.9K	0.01%	888
2014 Q2	–	Sell	-486	Closed	-$6K	–	2041
2014 Q1	$6K	Hold	486	–	–	﹤0.01%	1592
2013 Q4	$5K	Hold	486	–	–	﹤0.01%	1756
2013 Q3	$4K	Buy	+486	New	+$3.83K	﹤0.01%	1796

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

WFG Advisors's PANW Position: Q2 2017 in Review

WFG Advisors reduced its Palo Alto Networks (PANW) stake by 33% in Q2 2017, selling an estimated $36.4K and leaving 3,600 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #579.

WFG Advisors first reported a position in PANW in Q3 2013 and has held it in 13 quarters since. The position peaked at $106K in Q4 2016. 567 funds tracked by Wall St. Rank hold PANW as of Q2 2017.

WFG Advisors held 3,600 shares of Palo Alto Networks worth $80K as of Q2 2017.
WFG Advisors sold 1,800 Palo Alto Networks shares in Q2 2017, an estimated $36.4K.
Palo Alto Networks made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #579 holding.
WFG Advisors first reported a position in Palo Alto Networks in Q3 2013 and has held it in 13 quarters since.
WFG Advisors's Palo Alto Networks position peaked at $106K in Q4 2016.
567 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.