BRWA
PX

B. Riley Wealth Advisors’s Praxair Inc PX Stock Holding History

B. Riley Wealth 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
-4,513
Closed -$727K – 766
2018
Q3 		$727K Buy
4,513
+578
+15% +$92.8K 0.09% 242
2018
Q2 		$624K Buy
3,935
+345
+10% +$53.3K 0.08% 268
2018
Q1 		$519K Sell
3,590
-158
-4% -$24.6K 0.07% 303
2017
Q4 		$581K Sell
3,748
-289
-7% -$42.9K 0.08% 279
2017
Q3 		$565K Buy
4,037
+300
+8% +$40K 0.09% 236
2017
Q2 		$497K Sell
3,737
-604
-14% -$77.5K 0.09% 254
2017
Q1 		$516K Sell
4,341
-130
-3% -$15.3K 0.1% 230
2016
Q4 		$526K Sell
4,471
-183
-4% -$21.8K 0.11% 218
2016
Q3 		$564K Buy
4,654
+561
+14% +$66.4K 0.11% 224
2016
Q2 		$461K Sell
4,093
-447
-10% -$50.7K 0.09% 272
2016
Q1 		$520K Sell
4,540
-448
-9% -$46.8K 0.12% 216
2015
Q4 		$511K Buy
4,988
+1,115
+29% +$122K 0.1% 243
2015
Q3 		$395K Buy
3,873
+438
+13% +$48.3K 0.09% 274
2015
Q2 		$411K Buy
3,435
+120
+4% +$14.6K 0.1% 255
2015
Q1 		$400K Sell
3,315
-852
-20% -$107K 0.1% 276
2014
Q4 		$4.77M Buy
+4,167
New +$528K 0.1% 258
2014
Q3 		– Sell
-4,327
Closed -$575K – 2211
2014
Q2 		$575K Buy
+4,327
New +$567K 0.14% 175

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

B. Riley Wealth Advisors's PX Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 4,513 shares — an estimated $727K sold.

B. Riley Wealth Advisors first reported a position in PX in Q2 2014 and held it in 17 quarters. The position peaked at $4.77M in Q4 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • B. Riley Wealth Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,513 Praxair Inc shares in Q4 2018, an estimated $727K.
  • B. Riley Wealth Advisors first reported a position in Praxair Inc in Q2 2014 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Praxair Inc position peaked at $4.77M in Q4 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.