Integrated Wealth Management (Palm Desert)’s Praxair Inc PX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$1.29M	Hold	10,902	–	–	0.43%	69
2016 Q4	$1.28M	Hold	10,902	–	–	0.48%	64
2016 Q3	$1.32M	Sell	10,902 -105	-1%	-$12.4K	0.47%	58
2016 Q2	$1.24M	Hold	11,007	–	–	0.48%	51
2016 Q1	$1.26M	Sell	11,007 -11	-0.1%	-$1.15K	0.53%	47
2015 Q4	$1.13M	Sell	11,018 -19	-0.2%	-$2.07K	0.49%	50
2015 Q3	$1.12M	Hold	11,037	–	–	0.49%	48
2015 Q2	$1.32M	Buy	11,037 +30	+0.3%	+$3.65K	0.51%	40
2015 Q1	$1.33M	Buy	+11,007	New	+$1.38M	0.55%	37

Other funds holding PX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PX Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its Praxair Inc (PX) position steady in Q1 2017 at 10,902 shares worth $1.29M. The position accounts for 0.43% of the portfolio, ranked #69.

Integrated Wealth Management (Palm Desert) first reported a position in PX in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2015. 910 funds tracked by Wall St. Rank hold PX as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 10,902 shares of Praxair Inc worth $1.29M as of Q1 2017.
Integrated Wealth Management (Palm Desert) left its Praxair Inc share count unchanged in Q1 2017.
Praxair Inc made up 0.43% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #69 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Praxair Inc in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Praxair Inc position peaked at $1.33M in Q1 2015.
910 funds tracked by Wall St. Rank held Praxair Inc as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.