FPFS
PX

First Personal Financial Services’s Praxair Inc PX Stock Holding History

First Personal 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
-519
Closed -$83K – 716
2018
Q3 		$83K Sell
519
-17
-3% -$2.73K 0.03% 225
2018
Q2 		$85K Sell
536
-578
-52% -$89.3K 0.03% 222
2018
Q1 		$161K Sell
1,114
-648
-37% -$101K 0.04% 238
2017
Q4 		$273K Buy
1,762
+716
+68% +$106K 0.05% 205
2017
Q3 		$146K Buy
1,046
+300
+40% +$40K 0.03% 253
2017
Q2 		$99K Sell
746
-100
-12% -$12.8K 0.02% 316
2017
Q1 		$100K Hold
846
– – 0.02% 295
2016
Q4 		$99K Hold
846
– – 0.03% 282
2016
Q3 		$102K Hold
846
– – 0.03% 205
2016
Q2 		$95K Buy
846
+477
+129% +$54.1K 0.03% 203
2016
Q1 		$42K Sell
369
-17
-4% -$1.77K 0.02% 189
2015
Q4 		$40K Sell
386
-183
-32% -$20K 0.02% 194
2015
Q3 		$58K Buy
569
+100
+21% +$11K 0.03% 163
2015
Q2 		$57K Hold
469
– – 0.03% 161
2015
Q1 		$57K Buy
469
+169
+56% +$21.1K 0.03% 161
2014
Q4 		$38K Buy
+300
New +$38K 0.02% 170

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