CWS
PX

Cypress Wealth Services’s Praxair Inc PX Stock Holding History

Cypress Wealth Services’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
-10,111
Closed -$1.63M – 246
2018
Q3 		$1.63M Hold
10,111
– – 0.58% 49
2018
Q2 		$1.6M Buy
10,111
+14
+0.1% +$2.16K 0.61% 45
2018
Q1 		$1.46M Hold
10,097
– – 0.62% 49
2017
Q4 		$1.56M Buy
+10,097
New +$1.5M 0.65% 46

Other funds holding PX

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

Cypress Wealth Services's PX Position: Q4 2018 in Review

Cypress Wealth Services sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 10,111 shares — an estimated $1.63M sold.

Cypress Wealth Services first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $1.63M in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Cypress Wealth Services reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 10,111 Praxair Inc shares in Q4 2018, an estimated $1.63M.
  • Cypress Wealth Services first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • Cypress Wealth Services's Praxair Inc position peaked at $1.63M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Cypress Wealth Services's 13F filing for Q4 2018, filed 22 Jan 2019.