Creative Planning
PX

Creative Planning’s Praxair Inc PX Stock Holding History

Creative Planning’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
Q2 		– Sell
-100
Closed -$1K – 4994
2017
Q1 		$1K Buy
+100
New +$11.8K ﹤0.01% 4571

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 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 $976M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Creative Planning's PX Position: Q4 2018 in Review

Creative Planning sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 29,051 shares — an estimated $4.67M sold.

Creative Planning first reported a position in PX in Q2 2013 and held it in 22 quarters. The position peaked at $4.67M in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Creative Planning reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Creative Planning sold 29,051 Praxair Inc shares in Q4 2018, an estimated $4.67M.
  • Creative Planning first reported a position in Praxair Inc in Q2 2013 and held it in 22 quarters.
  • Creative Planning's Praxair Inc position peaked at $4.67M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.