RFA
PX

Reilly Financial Advisors’s Praxair Inc PX Stock Holding History

Reilly Financial Advisors’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
-54
Closed -$9K – 1076
2018
Q3 		$9K Hold
54
– – ﹤0.01% 738
2018
Q2 		$9K Hold
54
– – ﹤0.01% 714
2018
Q1 		$8K Buy
+54
New +$8.4K ﹤0.01% 713
2016
Q2 		– Sell
-39
Closed -$4K – 1064
2016
Q1 		$4K Buy
+39
New +$4.07K ﹤0.01% 979
2015
Q4 		– Sell
-85
Closed -$9K – 1466
2015
Q3 		$9K Buy
+85
New +$9.38K ﹤0.01% 823
2014
Q4 		– Sell
-50
Closed -$6K – 880
2014
Q3 		$6K Buy
+50
New +$6.56K ﹤0.01% 619
2014
Q1 		– Sell
-76
Closed -$10K – 886
2013
Q4 		$10K Buy
+76
New +$9.48K ﹤0.01% 550

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $488M AUM 41.05% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $954M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return