BWM
PX

Baystate Wealth Management’s Praxair Inc PX Stock Holding History

Baystate Wealth Management’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
-213
Closed -$34K – 742
2018
Q3 		$34K Buy
213
+1
+0.5% +$161 0.01% 241
2018
Q2 		$35K Buy
212
+1
+0.5% +$155 0.01% 230
2018
Q1 		$32K Buy
211
+73
+53% +$11.4K ﹤0.01% 242
2017
Q4 		$22K Sell
138
-54
-28% -$8.01K ﹤0.01% 292
2017
Q3 		$27K Buy
192
+54
+39% +$7.2K ﹤0.01% 249
2017
Q2 		$19K Hold
138
– – ﹤0.01% 285
2017
Q1 		$16K Buy
138
+21
+18% +$2.47K ﹤0.01% 293
2016
Q4 		$14K Buy
+117
New +$13.9K ﹤0.01% 269
2013
Q3 		– Sell
-25
Closed -$3K – 259
2013
Q2 		$3K Buy
+25
New +$2.85K ﹤0.01% 263

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

Baystate Wealth Management's PX Position: Q4 2018 in Review

Baystate Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 213 shares — an estimated $34K sold.

Baystate Wealth Management first reported a position in PX in Q2 2013 and held it in 9 quarters. The position peaked at $35K in Q2 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Baystate Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 213 Praxair Inc shares in Q4 2018, an estimated $34K.
  • Baystate Wealth Management first reported a position in Praxair Inc in Q2 2013 and held it in 9 quarters.
  • Baystate Wealth Management's Praxair Inc position peaked at $35K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.