SNT
PX

Security National Trust’s Praxair Inc PX Stock Holding History

Security National Trust’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
-2,565
Closed -$412K – 388
2018
Q3 		$412K Sell
2,565
-25
-1% -$4.01K 0.13% 116
2018
Q2 		$410K Sell
2,590
-100
-4% -$15.5K 0.14% 117
2018
Q1 		$388K Hold
2,690
– – 0.13% 119
2017
Q4 		$416K Sell
2,690
-180
-6% -$26.7K 0.13% 116
2017
Q3 		$401K Sell
2,870
-95
-3% -$12.7K 0.13% 121
2017
Q2 		$393K Sell
2,965
-25
-0.8% -$3.21K 0.13% 122
2017
Q1 		$354K Sell
2,990
-143
-5% -$16.8K 0.12% 130
2016
Q4 		$367K Buy
3,133
+215
+7% +$25.6K 0.13% 127
2016
Q3 		$353K Hold
2,918
– – 0.13% 129
2016
Q2 		$328K Hold
2,918
– – 0.12% 131
2016
Q1 		$334K Buy
2,918
+122
+4% +$12.7K 0.13% 131
2015
Q4 		$287K Sell
2,796
-1,592
-36% -$174K 0.11% 143
2015
Q3 		$447K Sell
4,388
-5
-0.1% -$552 0.17% 108
2015
Q2 		$525K Buy
4,393
+75
+2% +$9.13K 0.19% 101
2015
Q1 		$521K Buy
4,318
+1,023
+31% +$128K 0.19% 106
2014
Q4 		$427K Buy
3,295
+640
+24% +$81.1K 0.16% 120
2014
Q3 		$342K Sell
2,655
-125
-4% -$16.4K 0.14% 126
2014
Q2 		$369K Buy
2,780
+15
+0.5% +$1.97K 0.14% 125
2014
Q1 		$362K Buy
2,765
+90
+3% +$11.7K 0.15% 124
2013
Q4 		$348K Sell
2,675
-1,845
-41% -$230K 0.14% 123
2013
Q3 		$543K Buy
4,520
+765
+20% +$90.8K 0.24% 98
2013
Q2 		$432K Buy
+3,755
New +$428K 0.21% 100

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

Security National Trust's PX Position: Q4 2018 in Review

Security National Trust sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 2,565 shares — an estimated $412K sold.

Security National Trust first reported a position in PX in Q2 2013 and held it in 22 quarters. The position peaked at $543K in Q3 2013. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Security National Trust reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Security National Trust sold 2,565 Praxair Inc shares in Q4 2018, an estimated $412K.
  • Security National Trust first reported a position in Praxair Inc in Q2 2013 and held it in 22 quarters.
  • Security National Trust's Praxair Inc position peaked at $543K in Q3 2013.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Security National Trust's 13F filing for Q4 2018, filed 25 Jan 2019.