MWM
PX

Modera Wealth Management’s Praxair Inc PX Stock Holding History

Modera 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
2016
Q1 		– Sell
-2,755
Closed -$282K – 115
2015
Q4 		$282K Buy
+2,755
New +$301K 0.11% 63

Other funds holding PX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Modera Wealth Management's PX Position: Q1 2016 in Review

Modera Wealth Management sold out of Praxair Inc (PX) in Q1 2016, closing a stake of 2,755 shares — an estimated $282K sold.

Modera Wealth Management first reported a position in PX in Q4 2015 and held it in 1 quarter. The position peaked at $282K in Q4 2015. 879 funds tracked by Wall St. Rank hold PX as of Q1 2016.

  • Modera Wealth Management reported no remaining Praxair Inc position as of Q1 2016 after selling out during the quarter.
  • Modera Wealth Management sold 2,755 Praxair Inc shares in Q1 2016, an estimated $282K.
  • Modera Wealth Management first reported a position in Praxair Inc in Q4 2015 and held it in 1 quarter.
  • Modera Wealth Management's Praxair Inc position peaked at $282K in Q4 2015.
  • 879 funds tracked by Wall St. Rank held Praxair Inc as of Q1 2016.

Based on Modera Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.