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 – 711
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 $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

First Personal Financial Services's PX Position: Q4 2018 in Review

First Personal Financial Services sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 519 shares — an estimated $83K sold.

First Personal Financial Services first reported a position in PX in Q4 2014 and held it in 16 quarters. The position peaked at $273K in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • First Personal Financial Services reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • First Personal Financial Services sold 519 Praxair Inc shares in Q4 2018, an estimated $83K.
  • First Personal Financial Services first reported a position in Praxair Inc in Q4 2014 and held it in 16 quarters.
  • First Personal Financial Services's Praxair Inc position peaked at $273K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.