IAA
PX

Independent Advisor Alliance’s Praxair Inc PX Stock Holding History

Independent Advisor Alliance’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
-12,373
Closed -$2.08M – 486
2018
Q3 		$2.08M Buy
12,373
+338
+3% +$54.3K 0.38% 64
2018
Q2 		$1.9M Buy
12,035
+37
+0.3% +$5.72K 0.4% 65
2018
Q1 		$1.71M Sell
11,998
-243
-2% -$37.8K 0.38% 70
2017
Q4 		$1.98M Sell
12,241
-308
-2% -$45.7K 0.44% 58
2017
Q3 		$1.77M Sell
12,549
-167
-1% -$22.3K 0.49% 54
2017
Q2 		$1.7M Sell
12,716
-1,431
-10% -$184K 0.54% 54
2017
Q1 		$1.67M Buy
14,147
+440
+3% +$51.7K 0.26% 112
2016
Q4 		$1.61M Buy
+13,707
New +$1.63M 0.69% 46

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

Independent Advisor Alliance's PX Position: Q4 2018 in Review

Independent Advisor Alliance sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 12,373 shares — an estimated $2.08M sold.

Independent Advisor Alliance first reported a position in PX in Q4 2016 and held it in 8 quarters. The position peaked at $2.08M in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Independent Advisor Alliance reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,373 Praxair Inc shares in Q4 2018, an estimated $2.08M.
  • Independent Advisor Alliance first reported a position in Praxair Inc in Q4 2016 and held it in 8 quarters.
  • Independent Advisor Alliance's Praxair Inc position peaked at $2.08M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.