CW
PX

Cobiz Wealth’s Praxair Inc PX Stock Holding History

Cobiz Wealth’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
2017
Q4 		– Sell
-2,273
Closed -$318K – 135
2017
Q3 		$318K Sell
2,273
-150
-6% -$20K 0.07% 108
2017
Q2 		$321K Hold
2,423
– – 0.07% 113
2017
Q1 		$287K Sell
2,423
-150
-6% -$17.6K 0.06% 119
2016
Q4 		$302K Sell
2,573
-705
-22% -$83.8K 0.07% 119
2016
Q3 		$396K Hold
3,278
– – 0.1% 106
2016
Q2 		$368K Sell
3,278
-360
-10% -$40.8K 0.09% 112
2016
Q1 		$416K Sell
3,638
-400
-10% -$41.7K 0.1% 107
2015
Q4 		$413K Buy
4,038
+10
+0.2% +$1.09K 0.1% 114
2015
Q3 		$410K Hold
4,028
– – 0.1% 107
2015
Q2 		$482K Sell
4,028
-200
-5% -$24.4K 0.11% 99
2015
Q1 		$510K Hold
4,228
– – 0.11% 95
2014
Q4 		$548K Sell
4,228
-35
-0.8% -$4.43K 0.13% 95
2014
Q3 		$550K Sell
4,263
-904
-17% -$119K 0.13% 94
2014
Q2 		$686K Sell
5,167
-102
-2% -$13.4K 0.16% 87
2014
Q1 		$690K Sell
5,269
-1,646
-24% -$213K 0.16% 86
2013
Q4 		$899K Sell
6,915
-435
-6% -$54.2K 0.21% 83
2013
Q3 		$884K Sell
7,350
-36,841
-83% -$4.37M 0.22% 82
2013
Q2 		$5.09M Buy
+44,191
New +$5.03M 1.34% 37

Other funds holding PX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return