AP
PX

Appleton Partners’s Praxair Inc PX Stock Holding History

Appleton Partners’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
-2,892
Closed -$465K – 270
2018
Q3 		$465K Buy
2,892
+47
+2% +$7.55K 0.06% 193
2018
Q2 		$450K Hold
2,845
– – 0.06% 194
2018
Q1 		$411K Sell
2,845
-66
-2% -$10.3K 0.06% 195
2017
Q4 		$450K Sell
2,911
-37
-1% -$5.49K 0.07% 187
2017
Q3 		$412K Sell
2,948
-850
-22% -$113K 0.07% 178
2017
Q2 		$503K Buy
3,798
+1,000
+36% +$128K 0.08% 170
2017
Q1 		$332K Sell
2,798
-1,583
-36% -$186K 0.06% 185
2016
Q4 		$513K Sell
4,381
-2,450
-36% -$291K 0.1% 147
2016
Q3 		$825K Buy
6,831
+900
+15% +$107K 0.16% 132
2016
Q2 		$667K Sell
5,931
-102
-2% -$11.6K 0.14% 124
2016
Q1 		$690K Sell
6,033
-11,822
-66% -$1.23M 0.14% 119
2015
Q4 		$1.83M Buy
17,855
+2,658
+17% +$290K 0.36% 71
2015
Q3 		$1.55M Buy
15,197
+916
+6% +$101K 0.35% 72
2015
Q2 		$1.71M Sell
14,281
-974
-6% -$119K 0.38% 69
2015
Q1 		$1.84M Sell
15,255
-2,267
-13% -$284K 0.42% 64
2014
Q4 		$2.27M Sell
17,522
-1,840
-10% -$233K 0.52% 55
2014
Q3 		$2.5M Sell
19,362
-413
-2% -$54.2K 0.58% 54
2014
Q2 		$2.63M Buy
19,775
+472
+2% +$61.8K 0.61% 53
2014
Q1 		$2.53M Sell
19,303
-262
-1% -$34K 0.6% 51
2013
Q4 		$2.54M Sell
19,565
-180
-0.9% -$22.4K 0.61% 51
2013
Q3 		$2.37M Buy
19,745
+550
+3% +$65.3K 0.64% 48
2013
Q2 		$2.21M Buy
+19,195
New +$2.19M 0.64% 46

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 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 $1.13B AUM 30.28% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Appleton Partners's PX Position: Q4 2018 in Review

Appleton Partners sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 2,892 shares — an estimated $465K sold.

Appleton Partners first reported a position in PX in Q2 2013 and held it in 22 quarters. The position peaked at $2.63M in Q2 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Appleton Partners reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Appleton Partners sold 2,892 Praxair Inc shares in Q4 2018, an estimated $465K.
  • Appleton Partners first reported a position in Praxair Inc in Q2 2013 and held it in 22 quarters.
  • Appleton Partners's Praxair Inc position peaked at $2.63M in Q2 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Appleton Partners's 13F filing for Q4 2018, filed 17 Jan 2019.