EFS
PX

Essex Financial Services’s Praxair Inc PX Stock Holding History

Essex Financial 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
-1,831
Closed -$294K – 308
2018
Q3 		$294K Sell
1,831
-405
-18% -$65K 0.06% 223
2018
Q2 		$354K Hold
2,236
– – 0.09% 191
2018
Q1 		$323K Sell
2,236
-301
-12% -$46.8K 0.06% 253
2017
Q4 		$392K Hold
2,537
– – 0.09% 182
2017
Q3 		$355K Sell
2,537
-172
-6% -$22.9K 0.09% 188
2017
Q2 		$359K Sell
2,709
-450
-14% -$57.7K 0.08% 240
2017
Q1 		$375K Sell
3,159
-250
-7% -$29.4K 0.09% 220
2016
Q4 		$400K Sell
3,409
-15
-0.4% -$1.78K 0.09% 209
2016
Q3 		$414K Hold
3,424
– – 0.1% 192
2016
Q2 		$385K Sell
3,424
-400
-10% -$45.4K 0.09% 206
2016
Q1 		$438K Hold
3,824
– – 0.11% 186
2015
Q4 		$392K Sell
3,824
-187
-5% -$20.4K 0.09% 205
2015
Q3 		$409K Buy
4,011
+169
+4% +$18.6K 0.11% 199
2015
Q2 		$459K Sell
3,842
-654
-15% -$79.7K 0.12% 190
2015
Q1 		$543K Buy
4,496
+31
+0.7% +$3.88K 0.14% 171
2014
Q4 		$578K Sell
4,465
-150
-3% -$19K 0.15% 158
2014
Q3 		$595K Hold
4,615
– – 0.18% 141
2014
Q2 		$613K Sell
4,615
-185
-4% -$24.2K 0.18% 132
2014
Q1 		$629K Buy
4,800
+600
+14% +$77.8K 0.21% 116
2013
Q4 		$546K Buy
+4,200
New +$524K 0.18% 126
2013
Q3 		– Sell
-4,690
Closed -$540K – 283
2013
Q2 		$540K Buy
+4,690
New +$534K 0.19% 122

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 $664M AUM 41.05% 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

Essex Financial Services's PX Position: Q4 2018 in Review

Essex Financial Services sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,831 shares — an estimated $294K sold.

Essex Financial Services first reported a position in PX in Q2 2013 and held it in 21 quarters. The position peaked at $629K in Q1 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Essex Financial Services reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Essex Financial Services sold 1,831 Praxair Inc shares in Q4 2018, an estimated $294K.
  • Essex Financial Services first reported a position in Praxair Inc in Q2 2013 and held it in 21 quarters.
  • Essex Financial Services's Praxair Inc position peaked at $629K in Q1 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Essex Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.