EWA
PX

EP Wealth Advisors’s Praxair Inc PX Stock Holding History

EP Wealth Advisors’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
-2,072
Closed -$333K – 306
2018
Q3 		$333K Buy
2,072
+341
+20% +$54.8K 0.03% 208
2018
Q2 		$274K Buy
1,731
+3
+0.2% +$464 0.03% 161
2018
Q1 		$249K Sell
1,728
-123
-7% -$19.1K 0.02% 176
2017
Q4 		$286K Buy
1,851
+130
+8% +$19.3K 0.03% 153
2017
Q3 		$240K Sell
1,721
-14
-0.8% -$1.87K 0.03% 154
2017
Q2 		$230K Buy
+1,735
New +$223K 0.03% 164
2016
Q3 		– Sell
-1,909
Closed -$215K – 148
2016
Q2 		$215K Buy
1,909
+2
+0.1% +$227 0.03% 121
2016
Q1 		$218K Buy
+1,907
New +$199K 0.03% 125
2015
Q4 		– Sell
-50,692
Closed -$5.16M – 165
2015
Q3 		$5.16M Sell
50,692
-6,254
-11% -$690K 0.98% 36
2015
Q2 		$6.81M Buy
56,946
+2,723
+5% +$332K 1.28% 35
2015
Q1 		$6.55M Buy
54,223
+2,378
+5% +$297K 1.23% 34
2014
Q4 		$6.72M Buy
51,845
+1,232
+2% +$156K 1.11% 36
2014
Q3 		$6.53M Buy
50,613
+3,288
+7% +$431K 1.06% 35
2014
Q2 		$6.29M Buy
47,325
+2,900
+7% +$380K 1.46% 34
2014
Q1 		$5.82M Buy
+44,425
New +$5.76M 1.59% 31

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

EP Wealth Advisors's PX Position: Q4 2018 in Review

EP Wealth Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 2,072 shares — an estimated $333K sold.

EP Wealth Advisors first reported a position in PX in Q1 2014 and held it in 15 quarters. The position peaked at $6.81M in Q2 2015. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • EP Wealth Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • EP Wealth Advisors sold 2,072 Praxair Inc shares in Q4 2018, an estimated $333K.
  • EP Wealth Advisors first reported a position in Praxair Inc in Q1 2014 and held it in 15 quarters.
  • EP Wealth Advisors's Praxair Inc position peaked at $6.81M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on EP Wealth Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.