Mitchell McLeod Pugh & Williams’s Praxair Inc PX Stock Holding History

Mitchell McLeod Pugh & Williams’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	-3,443	Closed	-$553K	–	181
2018 Q3	$553K	Sell	3,443 -317	-8%	-$50.9K	0.37%	97
2018 Q2	$595K	Buy	3,760 +330	+10%	+$51K	0.42%	88
2018 Q1	$495K	Sell	3,430 -600	-15%	-$93.3K	0.35%	104
2017 Q4	$623K	Sell	4,030 -1,020	-20%	-$151K	0.43%	88
2017 Q3	$706K	Hold	5,050	–	–	0.52%	77
2017 Q2	$669K	Hold	5,050	–	–	0.51%	75
2017 Q1	$599K	Hold	5,050	–	–	0.47%	76
2016 Q4	$592K	Buy	5,050 +50	+1%	+$5.94K	0.48%	74
2016 Q3	$604K	Hold	5,000	–	–	0.53%	72
2016 Q2	$562K	Hold	5,000	–	–	0.51%	71
2016 Q1	$572K	Hold	5,000	–	–	0.55%	67
2015 Q4	$512K	Hold	5,000	–	–	0.51%	71
2015 Q3	$509K	Hold	5,000	–	–	0.53%	73
2015 Q2	$598K	Hold	5,000	–	–	0.55%	68
2015 Q1	$604K	Hold	5,000	–	–	0.55%	67
2014 Q4	$648K	Buy	+5,000	New	+$633K	0.6%	60

Other funds holding PX

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Covenant Asset Management Chester, New Jersey $488M AUM 41.05% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return

Gryphon Financial Partners Columbus, Ohio $954M AUM 23.05% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return