SFS
PX

Strategic Financial Services’s Praxair Inc PX Stock Holding History

Strategic Financial Services’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
-13,664
Closed -$2.2M – 146
2018
Q3 		$2.2M Sell
13,664
-290
-2% -$46.6K 0.33% 83
2018
Q2 		$2.21M Sell
13,954
-48
-0.3% -$7.42K 0.34% 79
2018
Q1 		$2.02M Sell
14,002
-5,478
-28% -$852K 0.33% 81
2017
Q4 		$3.01M Buy
19,480
+25
+0.1% +$3.71K 0.48% 71
2017
Q3 		$2.72M Buy
19,455
+215
+1% +$28.7K 0.45% 72
2017
Q2 		$2.55M Buy
19,240
+10
+0.1% +$1.28K 0.45% 76
2017
Q1 		$2.28M Buy
19,230
+65
+0.3% +$7.64K 0.41% 80
2016
Q4 		$2.25M Sell
19,165
-105
-0.5% -$12.5K 0.43% 80
2016
Q3 		$2.33M Buy
19,270
+110
+0.6% +$13K 0.46% 79
2016
Q2 		$2.23M Sell
19,160
-335
-2% -$38K 0.45% 81
2016
Q1 		$2.23M Buy
19,495
+375
+2% +$39.1K 0.52% 82
2015
Q4 		$1.96M Buy
+19,120
New +$2.09M 0.51% 82

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 $3.65B AUM 15.32% 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 $976M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Strategic Financial Services's PX Position: Q4 2018 in Review

Strategic Financial Services sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 13,664 shares — an estimated $2.2M sold.

Strategic Financial Services first reported a position in PX in Q4 2015 and held it in 12 quarters. The position peaked at $3.01M in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Strategic Financial Services reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Strategic Financial Services sold 13,664 Praxair Inc shares in Q4 2018, an estimated $2.2M.
  • Strategic Financial Services first reported a position in Praxair Inc in Q4 2015 and held it in 12 quarters.
  • Strategic Financial Services's Praxair Inc position peaked at $3.01M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Strategic Financial Services's 13F filing for Q4 2018, filed 11 Feb 2019.