BSW Wealth Partners’s Praxair Inc PX Stock Holding History

BSW Wealth 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	-5,350	Closed	-$860K	–	150
2018 Q3	$860K	Hold	5,350	–	–	0.33%	35
2018 Q2	$846K	Hold	5,350	–	–	0.37%	32
2018 Q1	$772K	Buy	5,350 +80	+2%	+$12.4K	0.35%	34
2017 Q4	$815K	Buy	5,270 +2	+0%	+$297	0.34%	32
2017 Q3	$736K	Buy	5,268 +1	+0%	+$133	0.32%	32
2017 Q2	$698K	Buy	5,267 +2	+0%	+$256	0.32%	31
2017 Q1	$624K	Sell	5,265 -115	-2%	-$13.5K	0.31%	32
2016 Q4	$631K	Buy	5,380 +4,730	+728%	+$562K	0.33%	35
2016 Q3	$5.38K	Sell	650 -4,727	-88%	-$559K	0.19%	47
2016 Q2	$604K	Hold	5,377	–	–	0.33%	32
2016 Q1	$615K	Hold	5,377	–	–	0.35%	31
2015 Q4	$551K	Buy	5,377 +195	+4%	+$21.3K	0.28%	36
2015 Q3	$528K	Hold	5,182	–	–	0.31%	36
2015 Q2	$620K	Hold	5,182	–	–	0.39%	27
2015 Q1	$626K	Hold	5,182	–	–	0.4%	26
2014 Q4	$671K	Hold	5,182	–	–	0.54%	26
2014 Q3	$688K	Hold	5,182	–	–	0.54%	25
2014 Q2	$688K	Hold	5,182	–	–	0.54%	24
2014 Q1	$679K	Buy	5,182 +117	+2%	+$15.2K	0.55%	23
2013 Q4	$659K	Hold	5,065	–	–	0.53%	24
2013 Q3	$609K	Hold	5,065	–	–	0.53%	24
2013 Q2	$583K	Buy	+5,065	New	+$577K	0.51%	24

Other funds holding PX

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

BSW Wealth Partners's PX Position: Q4 2018 in Review

BSW Wealth Partners sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 5,350 shares — an estimated $860K sold.

BSW Wealth Partners first reported a position in PX in Q2 2013 and held it in 22 quarters. The position peaked at $860K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

BSW Wealth Partners reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
BSW Wealth Partners sold 5,350 Praxair Inc shares in Q4 2018, an estimated $860K.
BSW Wealth Partners first reported a position in Praxair Inc in Q2 2013 and held it in 22 quarters.
BSW Wealth Partners's Praxair Inc position peaked at $860K in Q3 2018.
6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on BSW Wealth Partners's 13F filing for Q4 2018, filed 13 Feb 2019.