NFG
PX

Next Financial Group’s Praxair Inc PX Stock Holding History

Next 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
-70
Closed -$11K – 2187
2018
Q3 		$11K Buy
+70
New +$11.2K 0.01% 974
2017
Q4 		– Sell
-135
Closed -$19K – 1685
2017
Q3 		$19K Sell
135
-76
-36% -$10.1K 0.01% 1003
2017
Q2 		$28K Hold
211
– – 0.01% 965
2017
Q1 		$26K Sell
211
-1,067
-83% -$125K 0.01% 957
2016
Q4 		$150K Sell
1,278
-90
-7% -$10.7K 0.03% 561
2016
Q3 		$165K Buy
1,368
+1,142
+505% +$135K 0.03% 519
2016
Q2 		$25K Buy
226
+26
+13% +$2.95K 0.01% 893
2016
Q1 		$22K Buy
200
+15
+8% +$1.57K 0.01% 910
2015
Q4 		$18K Sell
185
-15
-8% -$1.64K 0.01% 978
2015
Q3 		$20K Hold
200
– – 0.01% 959
2015
Q2 		$23K Buy
200
+15
+8% +$1.83K 0.01% 959
2015
Q1 		$22K Hold
185
– – 0.01% 967
2014
Q4 		$24K Sell
185
-1,407
-88% -$178K 0.01% 914
2014
Q3 		$205K Buy
+1,592
New +$209K 0.04% 446

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

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

Next Financial Group sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 70 shares — an estimated $11K sold.

Next Financial Group first reported a position in PX in Q3 2014 and held it in 14 quarters. The position peaked at $205K in Q3 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Next Financial Group reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 70 Praxair Inc shares in Q4 2018, an estimated $11K.
  • Next Financial Group first reported a position in Praxair Inc in Q3 2014 and held it in 14 quarters.
  • Next Financial Group's Praxair Inc position peaked at $205K in Q3 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.