DAS
PX

Dynamic Advisor Solutions’s Praxair Inc PX Stock Holding History

Dynamic Advisor Solutions’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
-3,847
Closed -$618K – 459
2018
Q3 		$618K Sell
3,847
-45
-1% -$7.23K 0.13% 190
2018
Q2 		$616K Buy
3,892
+273
+8% +$42.2K 0.14% 183
2018
Q1 		$522K Buy
3,619
+262
+8% +$40.8K 0.13% 182
2017
Q4 		$520K Sell
3,357
-148
-4% -$22K 0.17% 145
2017
Q3 		$490K Buy
3,505
+35
+1% +$4.67K 0.19% 143
2017
Q2 		$460K Buy
3,470
+215
+7% +$27.6K 0.18% 144
2017
Q1 		$386K Buy
3,255
+295
+10% +$34.7K 0.15% 156
2016
Q4 		$347K Buy
2,960
+383
+15% +$45.5K 0.14% 163
2016
Q3 		$311K Buy
2,577
+90
+4% +$10.7K 0.12% 190
2016
Q2 		$279K Buy
2,487
+325
+15% +$36.9K 0.11% 174
2016
Q1 		$247K Buy
+2,162
New +$226K 0.1% 182

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

Dynamic Advisor Solutions's PX Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 3,847 shares — an estimated $618K sold.

Dynamic Advisor Solutions first reported a position in PX in Q1 2016 and held it in 11 quarters. The position peaked at $618K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Dynamic Advisor Solutions reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,847 Praxair Inc shares in Q4 2018, an estimated $618K.
  • Dynamic Advisor Solutions first reported a position in Praxair Inc in Q1 2016 and held it in 11 quarters.
  • Dynamic Advisor Solutions's Praxair Inc position peaked at $618K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.