Concert Wealth Management’s Praxair Inc PX Stock Holding History

Concert 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
2017 Q1	–	Sell	-1,763	Closed	-$211K	–	521
2016 Q4	$211K	Sell	1,763 -445	-20%	-$52.9K	0.05%	438
2016 Q3	$268K	Sell	2,208 -5	-0.2%	-$592	0.03%	533
2016 Q2	$252K	Buy	2,213 +132	+6%	+$15K	0.03%	526
2016 Q1	$240K	Sell	2,081 -203	-9%	-$21.2K	0.03%	538
2015 Q4	$231K	Sell	2,284 -44	-2%	-$4.8K	0.03%	554
2015 Q3	$236K	Buy	2,328 +183	+9%	+$20.2K	0.03%	563
2015 Q2	$259K	Buy	+2,145	New	+$261K	0.03%	563
2015 Q1	–	Sell	-2,034	Closed	-$264K	–	657
2014 Q4	$264K	Buy	2,034 +212	+12%	+$26.9K	0.04%	497
2014 Q3	$235K	Sell	1,822 -215	-11%	-$28.2K	0.03%	455
2014 Q2	$266K	Hold	2,037	–	–	0.03%	444
2014 Q1	$264K	Hold	2,037	–	–	0.03%	439
2013 Q4	$265K	Sell	2,037 -174	-8%	-$21.7K	0.03%	415
2013 Q3	$263K	Buy	2,211 +174	+9%	+$20.7K	0.04%	397
2013 Q2	$235K	Buy	+2,037	New	+$232K	0.04%	405

Other funds holding PX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return