RGC
PX

Roberts, Glore & Co’s Praxair Inc PX Stock Holding History

Roberts, Glore & Co’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
-3,700
Closed -$595K – 151
2018
Q3 		$595K Sell
3,700
-900
-20% -$145K 0.34% 83
2018
Q2 		$727K Buy
+4,600
New +$711K 0.44% 71
2017
Q2 		– Sell
-5,800
Closed -$688K – 144
2017
Q1 		$688K Hold
5,800
– – 0.47% 64
2016
Q4 		$680K Buy
+5,800
New +$689K 0.47% 65
2014
Q1 		– Sell
-8,000
Closed -$1.04M – 138
2013
Q4 		$1.04M Hold
8,000
– – 0.72% 42
2013
Q3 		$962K Hold
8,000
– – 0.71% 43
2013
Q2 		$921K Buy
+8,000
New +$911K 0.57% 53

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 $3.65B AUM 15.32% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $664M 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 $976M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return