LSAG
PX

Lake Street Advisors Group’s Praxair Inc PX Stock Holding History

Lake Street Advisors Group’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
-1,253
Closed -$201K – 227
2018
Q3 		$201K Sell
1,253
-729
-37% -$117K 0.02% 204
2018
Q2 		$313K Buy
1,982
+120
+6% +$18.5K 0.03% 213
2018
Q1 		$269K Buy
1,862
+68
+4% +$10.6K 0.03% 226
2017
Q4 		$277K Buy
+1,794
New +$266K 0.03% 240

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

Lake Street Advisors Group's PX Position: Q4 2018 in Review

Lake Street Advisors Group sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,253 shares — an estimated $201K sold.

Lake Street Advisors Group first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $313K in Q2 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Lake Street Advisors Group reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,253 Praxair Inc shares in Q4 2018, an estimated $201K.
  • Lake Street Advisors Group first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • Lake Street Advisors Group's Praxair Inc position peaked at $313K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Lake Street Advisors Group's 13F filing for Q4 2018, filed 14 Feb 2019.