STA
PX

Summit Trail Advisors’s Praxair Inc PX Stock Holding History

Summit Trail 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
-1,540
Closed -$247K – 280
2018
Q3 		$247K Buy
1,540
+738
+92% +$119K 0.05% 170
2018
Q2 		$127K Sell
802
-1,922
-71% -$297K 0.04% 184
2018
Q1 		$274K Buy
2,724
+520
+24% +$80.9K 0.05% 300
2017
Q4 		$351K Buy
+2,204
New +$327K 0.04% 286

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

Summit Trail Advisors's PX Position: Q4 2018 in Review

Summit Trail Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,540 shares — an estimated $247K sold.

Summit Trail Advisors first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $351K in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Summit Trail Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 1,540 Praxair Inc shares in Q4 2018, an estimated $247K.
  • Summit Trail Advisors first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • Summit Trail Advisors's Praxair Inc position peaked at $351K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.