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 $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

Sequoia Financial Advisors's PX Position: Q4 2018 in Review

Sequoia Financial Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,512 shares — an estimated $243K sold.

Sequoia Financial Advisors first reported a position in PX in Q4 2013 and held it in 12 quarters. The position peaked at $310K in Q2 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Sequoia Financial Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,512 Praxair Inc shares in Q4 2018, an estimated $243K.
  • Sequoia Financial Advisors first reported a position in Praxair Inc in Q4 2013 and held it in 12 quarters.
  • Sequoia Financial Advisors's Praxair Inc position peaked at $310K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Sequoia Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.