SSW
PX

Smith Shellnut Wilson’s Praxair Inc PX Stock Holding History

Smith Shellnut Wilson’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
-1,653
Closed -$266K – 123
2018
Q3 		$266K Buy
+1,653
New +$265K 0.24% 93
2018
Q1 		$239K Sell
1,653
-1,025
-38% -$159K 0.21% 108
2017
Q4 		$414K Buy
2,678
+1
+0% +$148 0.35% 61
2017
Q3 		$374K Sell
2,677
-625
-19% -$83.3K 0.33% 67
2017
Q2 		$371K Sell
3,302
-138
-4% -$17.7K 0.39% 54
2017
Q1 		$408K Hold
3,440
– – 0.38% 56
2016
Q4 		$403K Buy
+3,440
New +$409K 0.39% 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 $3.61B 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