JWA
PX

JFS Wealth Advisors’s Praxair Inc PX Stock Holding History

JFS Wealth Advisors’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
-55
Closed -$9K – 567
2018
Q3 		$9K Hold
55
– – ﹤0.01% 422
2018
Q2 		$9K Sell
55
-28
-34% -$4.33K ﹤0.01% 379
2018
Q1 		$12K Hold
83
– – ﹤0.01% 362
2017
Q4 		$13K Buy
+83
New +$12.3K ﹤0.01% 369
2017
Q2 		– Sell
-300
Closed -$35K – 467
2017
Q1 		$35K Hold
300
– – 0.01% 258
2016
Q4 		$35K Sell
300
-375
-56% -$44.6K 0.01% 258
2016
Q3 		$82K Buy
675
+375
+125% +$44.4K 0.02% 197
2016
Q2 		$34K Sell
300
-19
-6% -$2.15K 0.01% 289
2016
Q1 		$37K Sell
319
-316
-50% -$33K 0.01% 267
2015
Q4 		$65K Buy
+635
New +$69.3K 0.02% 224

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

JFS Wealth Advisors's PX Position: Q4 2018 in Review

JFS Wealth Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 55 shares — an estimated $9K sold.

JFS Wealth Advisors first reported a position in PX in Q4 2015 and held it in 10 quarters. The position peaked at $82K in Q3 2016. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • JFS Wealth Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 55 Praxair Inc shares in Q4 2018, an estimated $9K.
  • JFS Wealth Advisors first reported a position in Praxair Inc in Q4 2015 and held it in 10 quarters.
  • JFS Wealth Advisors's Praxair Inc position peaked at $82K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.