EHWM
PX

Eads & Heald Wealth Management’s Praxair Inc PX Stock Holding History

Eads & Heald 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
2018
Q4 		– Sell
-1,717
Closed -$276K – 134
2018
Q3 		$276K Sell
1,717
-40
-2% -$6.42K 0.16% 118
2018
Q2 		$278K Sell
1,757
-1,116
-39% -$172K 0.17% 117
2018
Q1 		$415K Sell
2,873
-330
-10% -$51.3K 0.26% 110
2017
Q4 		$495K Hold
3,203
– – 0.29% 106
2017
Q3 		$448K Sell
3,203
-135
-4% -$18K 0.28% 109
2017
Q2 		$442K Sell
3,338
-442
-12% -$56.7K 0.28% 108
2017
Q1 		$448K Sell
3,780
-400
-10% -$47K 0.29% 105
2016
Q4 		$490K Sell
4,180
-211
-5% -$25.1K 0.33% 100
2016
Q3 		$531K Sell
4,391
-380
-8% -$45K 0.37% 101
2016
Q2 		$536K Sell
4,771
-38
-0.8% -$4.31K 0.37% 104
2016
Q1 		$550K Sell
4,809
-242
-5% -$25.3K 0.38% 98
2015
Q4 		$517K Sell
5,051
-70
-1% -$7.64K 0.36% 102
2015
Q3 		$522K Buy
5,121
+667
+15% +$73.6K 0.37% 102
2015
Q2 		$532K Hold
4,454
– – 0.35% 105
2015
Q1 		$538K Hold
4,454
– – 0.35% 103
2014
Q4 		$577K Buy
4,454
+260
+6% +$32.9K 0.37% 101
2014
Q3 		$541K Buy
4,194
+1,026
+32% +$135K 0.37% 99
2014
Q2 		$421K Buy
3,168
+95
+3% +$12.4K 0.28% 104
2014
Q1 		$402K Buy
3,073
+185
+6% +$24K 0.26% 104
2013
Q4 		$376K Buy
2,888
+195
+7% +$24.3K 0.25% 103
2013
Q3 		$324K Buy
2,693
+105
+4% +$12.5K 0.23% 105
2013
Q2 		$298K Buy
+2,588
New +$295K 0.21% 102

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

Eads & Heald Wealth Management's PX Position: Q4 2018 in Review

Eads & Heald Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,717 shares — an estimated $276K sold.

Eads & Heald Wealth Management first reported a position in PX in Q2 2013 and held it in 22 quarters. The position peaked at $577K in Q4 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Eads & Heald Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 1,717 Praxair Inc shares in Q4 2018, an estimated $276K.
  • Eads & Heald Wealth Management first reported a position in Praxair Inc in Q2 2013 and held it in 22 quarters.
  • Eads & Heald Wealth Management's Praxair Inc position peaked at $577K in Q4 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2018, filed 31 Jan 2019.