LWCFA
PX

Loring Wolcott & Coolidge Fiduciary Advisors’s Praxair Inc PX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-13,899
Closed -$2.23M – 749
2018
Q3 		$2.23M Sell
13,899
-7,152
-34% -$1.15M 0.04% 118
2018
Q2 		$3.33M Sell
21,051
-9,256
-31% -$1.43M 0.06% 101
2018
Q1 		$4.37M Sell
30,307
-4,305
-12% -$670K 0.08% 97
2017
Q4 		$5.35M Sell
34,612
-8,884
-20% -$1.32M 0.1% 90
2017
Q3 		$6.08M Sell
43,496
-11,595
-21% -$1.55M 0.12% 87
2017
Q2 		$7.17M Sell
55,091
-150,599
-73% -$19.3M 0.14% 82
2017
Q1 		$24.4M Sell
205,690
-377,159
-65% -$44.3M 0.51% 47
2016
Q4 		$68.3M Sell
582,849
-73,702
-11% -$8.76M 1.52% 24
2016
Q3 		$79.3M Sell
656,551
-17,489
-3% -$2.07M 1.81% 21
2016
Q2 		$75.8M Sell
674,040
-8,033
-1% -$911K 1.74% 22
2016
Q1 		$78.1M Buy
682,073
+13,400
+2% +$1.4M 1.84% 20
2015
Q4 		$68.5M Buy
668,673
+23,968
+4% +$2.61M 1.7% 23
2015
Q3 		$77.1M Hold
644,705
– – 1.97% 18
2015
Q2 		$77.1M Buy
644,705
+5,886
+0.9% +$717K 1.97% 18
2015
Q1 		$77.1M Buy
638,819
+3,383
+0.5% +$423K 1.95% 18
2014
Q4 		$82.3M Buy
635,436
+1,539
+0.2% +$195K 2.11% 15
2014
Q3 		$81.8M Sell
633,897
-675
-0.1% -$88.5K 2.21% 16
2014
Q2 		$84.3M Sell
634,572
-6,431
-1% -$843K 2.28% 16
2014
Q1 		$84M Sell
641,003
-480
-0.1% -$62.2K 2.29% 15
2013
Q4 		$83.4M Buy
641,483
+9,253
+1% +$1.15M 2.3% 15
2013
Q3 		$76M Buy
632,230
+66,880
+12% +$7.94M 2.32% 16
2013
Q2 		$65.1M Buy
+565,350
New +$64.4M 2.04% 16

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

Loring Wolcott & Coolidge Fiduciary Advisors's PX Position: Q4 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 13,899 shares — an estimated $2.23M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PX in Q2 2013 and held it in 22 quarters. The position peaked at $84.3M in Q2 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 13,899 Praxair Inc shares in Q4 2018, an estimated $2.23M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Praxair Inc in Q2 2013 and held it in 22 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Praxair Inc position peaked at $84.3M in Q2 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.