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 $108B AUM 26.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $488M AUM 41.05% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $954M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return