MWM
PX

Mascoma Wealth Management’s Praxair Inc PX Stock Holding History

Mascoma Wealth Management’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
-245
Closed -$39K – 412
2018
Q3 		$39K Hold
245
– – 0.03% 179
2018
Q2 		$39K Buy
245
+25
+11% +$3.86K 0.03% 170
2018
Q1 		$32K Hold
220
– – 0.02% 180
2017
Q4 		$34K Buy
220
+120
+120% +$17.8K 0.02% 169
2017
Q3 		$14K Hold
100
– – 0.01% 260
2017
Q2 		$13K Hold
100
– – 0.01% 271
2017
Q1 		$12K Hold
100
– – 0.01% 251
2016
Q4 		$12K Buy
+100
New +$11.9K 0.01% 255

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

Mascoma Wealth Management's PX Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 245 shares — an estimated $39K sold.

Mascoma Wealth Management first reported a position in PX in Q4 2016 and held it in 8 quarters. The position peaked at $39K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Mascoma Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 245 Praxair Inc shares in Q4 2018, an estimated $39K.
  • Mascoma Wealth Management first reported a position in Praxair Inc in Q4 2016 and held it in 8 quarters.
  • Mascoma Wealth Management's Praxair Inc position peaked at $39K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

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