LFG
PX

LifePlan Financial Group’s Praxair Inc PX Stock Holding History

LifePlan Financial 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
-408
Closed -$66K – 576
2018
Q3 		$66K Hold
408
– – 0.04% 225
2018
Q2 		$65K Hold
408
– – 0.04% 217
2018
Q1 		$59K Buy
+408
New +$63.5K 0.03% 211
2014
Q2 		– Sell
-375
Closed -$49K – 252
2014
Q1 		$49K Buy
+375
New +$48.6K 0.04% 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

LifePlan Financial Group's PX Position: Q4 2018 in Review

LifePlan Financial Group sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 408 shares — an estimated $66K sold.

LifePlan Financial Group first reported a position in PX in Q1 2014 and held it in 4 quarters. The position peaked at $66K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • LifePlan Financial Group reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 408 Praxair Inc shares in Q4 2018, an estimated $66K.
  • LifePlan Financial Group first reported a position in Praxair Inc in Q1 2014 and held it in 4 quarters.
  • LifePlan Financial Group's Praxair Inc position peaked at $66K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.