Speece Thorson Capital Group’s Praxair Inc PX Stock Holding History

Speece Thorson Capital Group’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	-1,464	Closed	-$235K	–	43
2018 Q3	$235K	Hold	1,464	–	–	0.05%	42
2018 Q2	$232K	Hold	1,464	–	–	0.05%	41
2018 Q1	$211K	Hold	1,464	–	–	0.04%	40
2017 Q4	$226K	Hold	1,464	–	–	0.04%	39
2017 Q3	$205K	Buy	+1,464	New	+$195K	0.04%	39
2016 Q3	–	Sell	-3,114	Closed	-$350K	–	45
2016 Q2	$350K	Hold	3,114	–	–	0.08%	42
2016 Q1	$356K	Hold	3,114	–	–	0.08%	43
2015 Q4	$319K	Hold	3,114	–	–	0.08%	43
2015 Q3	$317K	Hold	3,114	–	–	0.08%	42
2015 Q2	$372K	Hold	3,114	–	–	0.09%	40
2015 Q1	$376K	Sell	3,114 -100	-3%	-$12.5K	0.09%	40
2014 Q4	$416K	Sell	3,214 -1,250	-28%	-$158K	0.1%	40
2014 Q3	$576K	Hold	4,464	–	–	0.15%	39
2014 Q2	$593K	Hold	4,464	–	–	0.15%	39
2014 Q1	$585K	Sell	4,464 -100	-2%	-$13K	0.15%	39
2013 Q4	$593K	Hold	4,564	–	–	0.16%	40
2013 Q3	$549K	Hold	4,564	–	–	0.15%	41
2013 Q2	$526K	Buy	+4,564	New	+$520K	0.15%	42

Other funds holding PX

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Speece Thorson Capital Group's PX Position: Q4 2018 in Review

Speece Thorson Capital Group sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,464 shares — an estimated $235K sold.

Speece Thorson Capital Group first reported a position in PX in Q2 2013 and held it in 18 quarters. The position peaked at $593K in Q2 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

Speece Thorson Capital Group reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
Speece Thorson Capital Group sold 1,464 Praxair Inc shares in Q4 2018, an estimated $235K.
Speece Thorson Capital Group first reported a position in Praxair Inc in Q2 2013 and held it in 18 quarters.
Speece Thorson Capital Group's Praxair Inc position peaked at $593K in Q2 2014.
6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Speece Thorson Capital Group's 13F filing for Q4 2018, filed 11 Feb 2019.