ATIA
PX

American Trust Investment Advisors’s Praxair Inc PX Stock Holding History

American Trust Investment Advisors’s Portfolio PX Stock Details PX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,375
Closed -$1.51M – 83
2018
Q3 		$1.51M Buy
9,375
+35
+0.4% +$5.62K 1.17% 32
2018
Q2 		$1.48M Buy
9,340
+15
+0.2% +$2.32K 1.21% 34
2018
Q1 		$1.35M Sell
9,325
-200
-2% -$31.1K 1.07% 36
2017
Q4 		$1.47M Buy
+9,525
New +$1.41M 1.15% 32
2016
Q4 		– Sell
-9,065
Closed -$1.09M – 82
2016
Q3 		$1.09M Sell
9,065
-3,375
-27% -$399K 1.1% 33
2016
Q2 		$1.4M Sell
12,440
-5,400
-30% -$613K 1.44% 33
2016
Q1 		$2.04M Buy
17,840
+3,315
+23% +$346K 2.1% 22
2015
Q4 		$1.49M Buy
14,525
+1,455
+11% +$159K 1.68% 28
2015
Q3 		$1.33M Sell
13,070
-380
-3% -$41.9K 1.55% 28
2015
Q2 		$1.61M Sell
13,450
-105
-0.8% -$12.8K 1.6% 30
2015
Q1 		$1.64M Sell
13,555
-2,990
-18% -$374K 1.62% 30
2014
Q4 		$2.14M Buy
+16,545
New +$2.1M 2.27% 17

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

American Trust Investment Advisors's PX Position: Q4 2018 in Review

American Trust Investment Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 9,375 shares — an estimated $1.51M sold.

American Trust Investment Advisors first reported a position in PX in Q4 2014 and held it in 12 quarters. The position peaked at $2.14M in Q4 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • American Trust Investment Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • American Trust Investment Advisors sold 9,375 Praxair Inc shares in Q4 2018, an estimated $1.51M.
  • American Trust Investment Advisors first reported a position in Praxair Inc in Q4 2014 and held it in 12 quarters.
  • American Trust Investment Advisors's Praxair Inc position peaked at $2.14M in Q4 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on American Trust Investment Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.