Clearstead Trust’s Praxair Inc PX Stock Holding History

Clearstead Trust’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	-275	Closed	-$44K	–	243
2018 Q3	$44K	Hold	275	–	–	0.03%	137
2018 Q2	$43K	Buy	+275	New	+$42.5K	0.04%	142
2018 Q1	–	Sell	-275	Closed	-$43K	–	207
2017 Q4	$43K	Sell	275 -3,200	-92%	-$475K	0.03%	151
2017 Q3	$485K	Sell	3,475 -500	-13%	-$66.6K	0.36%	72
2017 Q2	$527K	Buy	3,975 +775	+24%	+$99.4K	0.42%	59
2017 Q1	$380K	Hold	3,200	–	–	0.31%	71
2016 Q4	$379K	Buy	+3,200	New	+$380K	0.34%	73

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

Clearstead Trust's PX Position: Q4 2018 in Review

Clearstead Trust sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 275 shares — an estimated $44K sold.

Clearstead Trust first reported a position in PX in Q4 2016 and held it in 7 quarters. The position peaked at $527K in Q2 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

Clearstead Trust reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
Clearstead Trust sold 275 Praxair Inc shares in Q4 2018, an estimated $44K.
Clearstead Trust first reported a position in Praxair Inc in Q4 2016 and held it in 7 quarters.
Clearstead Trust's Praxair Inc position peaked at $527K in Q2 2017.
6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Clearstead Trust's 13F filing for Q4 2018, filed 13 Feb 2019.