BP
PX

Ballentine Partners’s Praxair Inc PX Stock Holding History

Ballentine 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
-1,614
Closed -$259K – 400
2018
Q3 		$259K Buy
1,614
+22
+1% +$3.53K 0.01% 287
2018
Q2 		$252K Sell
1,592
-380
-19% -$58.7K 0.01% 278
2018
Q1 		$285K Buy
1,972
+99
+5% +$15.4K 0.02% 257
2017
Q4 		$289K Buy
1,873
+139
+8% +$20.6K 0.02% 271
2017
Q3 		$243K Buy
1,734
+39
+2% +$5.2K 0.01% 308
2017
Q2 		$230K Buy
+1,695
New +$217K 0.02% 322

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 $3.61B AUM 15.32% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $488M AUM 41.05% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $954M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return