LWAC
PX

Laurel Wealth Advisors (California)’s Praxair Inc PX Stock Holding History

Laurel Wealth Advisors (California)’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
-3,153
Closed -$506K – 446
2018
Q3 		$506K Sell
3,153
-1,156
-27% -$186K 0.12% 191
2018
Q2 		$681K Sell
4,309
-6
-0.1% -$927 0.18% 126
2018
Q1 		$622K Sell
4,315
-140
-3% -$21.8K 0.19% 119
2017
Q4 		$689K Buy
4,455
+1,084
+32% +$161K 0.2% 123
2017
Q3 		$471K Sell
3,371
-27
-0.8% -$3.6K 0.16% 156
2017
Q2 		$450K Buy
3,398
+74
+2% +$9.49K 0.16% 164
2017
Q1 		$394K Buy
3,324
+116
+4% +$13.6K 0.15% 168
2016
Q4 		$375K Hold
3,208
– – 0.17% 154
2016
Q3 		$388K Hold
3,208
– – 0.18% 143
2016
Q2 		$361K Sell
3,208
-5
-0.2% -$567 0.17% 149
2016
Q1 		$368K Sell
3,213
-923
-22% -$96.3K 0.18% 141
2015
Q4 		$424K Buy
+4,136
New +$451K 0.22% 120

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

Laurel Wealth Advisors (California)'s PX Position: Q4 2018 in Review

Laurel Wealth Advisors (California) sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 3,153 shares — an estimated $506K sold.

Laurel Wealth Advisors (California) first reported a position in PX in Q4 2015 and held it in 12 quarters. The position peaked at $689K in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Laurel Wealth Advisors (California) reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,153 Praxair Inc shares in Q4 2018, an estimated $506K.
  • Laurel Wealth Advisors (California) first reported a position in Praxair Inc in Q4 2015 and held it in 12 quarters.
  • Laurel Wealth Advisors (California)'s Praxair Inc position peaked at $689K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2018, filed 13 Feb 2019.