SFA
PX

Sequoia Financial Advisors’s Praxair Inc PX Stock Holding History

Sequoia 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
-1,512
Closed -$243K – 340
2018
Q3 		$243K Sell
1,512
-133
-8% -$21.4K 0.02% 265
2018
Q2 		$260K Hold
1,645
– – 0.03% 252
2018
Q1 		$237K Hold
1,645
– – 0.02% 258
2017
Q4 		$254K Sell
1,645
-11
-0.7% -$1.63K 0.03% 248
2017
Q3 		$231K Buy
1,656
+68
+4% +$9.06K 0.03% 249
2017
Q2 		$210K Buy
+1,588
New +$204K 0.03% 261
2015
Q3 		– Sell
-1,744
Closed -$208K – 197
2015
Q2 		$208K Buy
+1,744
New +$212K 0.09% 177
2015
Q1 		– Sell
-1,811
Closed -$235K – 194
2014
Q4 		$235K Sell
1,811
-56
-3% -$7.09K 0.16% 132
2014
Q3 		$241K Sell
1,867
-466
-20% -$61.1K 0.17% 133
2014
Q2 		$310K Buy
2,333
+70
+3% +$9.17K 0.24% 97
2014
Q1 		$296K Buy
2,263
+156
+7% +$20.2K 0.25% 107
2013
Q4 		$274K Buy
+2,107
New +$263K 0.23% 103

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 $132M AUM 13.71% 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