PFS
PX

Prospera Financial Services’s Praxair Inc PX Stock Holding History

Prospera Financial Services’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
-1,586
Closed -$257K – 460
2018
Q3 		$257K Buy
1,586
+324
+26% +$52K 0.05% 346
2018
Q2 		$201K Sell
1,262
-930
-42% -$144K 0.03% 429
2018
Q1 		$317K Sell
2,192
-553
-20% -$86K 0.04% 324
2017
Q4 		$436K Sell
2,745
-939
-25% -$139K 0.07% 243
2017
Q3 		$523K Buy
3,684
+184
+5% +$24.5K 0.08% 228
2017
Q2 		$464K Buy
+3,500
New +$449K 0.07% 233
2013
Q4 		– Sell
-1,794
Closed -$217K – 300
2013
Q3 		$217K Buy
+1,794
New +$213K 0.08% 203

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

Prospera Financial Services's PX Position: Q4 2018 in Review

Prospera Financial Services sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,586 shares — an estimated $257K sold.

Prospera Financial Services first reported a position in PX in Q3 2013 and held it in 7 quarters. The position peaked at $523K in Q3 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Prospera Financial Services reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Prospera Financial Services sold 1,586 Praxair Inc shares in Q4 2018, an estimated $257K.
  • Prospera Financial Services first reported a position in Praxair Inc in Q3 2013 and held it in 7 quarters.
  • Prospera Financial Services's Praxair Inc position peaked at $523K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Prospera Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.