Sun Life Financial’s Praxair Inc PX Stock Holding History

Sun Life Financial’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	-2,176	Closed	-$350K	–	643
2018 Q3	$350K	Buy	2,176 +14	+0.6%	+$2.25K	0.06%	163
2018 Q2	$342K	Buy	2,162 +1,742	+415%	+$269K	0.05%	161
2018 Q1	$2.91K	Sell	420 -1,930	-82%	-$300K	0.03%	175
2017 Q4	$364K	Sell	2,350 -2,263	-49%	-$336K	0.04%	120
2017 Q3	$644K	Sell	4,613 -312	-6%	-$41.6K	0.06%	105
2017 Q2	$654K	Buy	4,925 +4,907	+27,261%	+$629K	0.07%	99
2017 Q1	$153	Buy	+18	New	+$2.12K	﹤0.01%	324

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

Sun Life Financial's PX Position: Q4 2018 in Review

Sun Life Financial sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 2,176 shares — an estimated $350K sold.

Sun Life Financial first reported a position in PX in Q1 2017 and held it in 7 quarters. The position peaked at $654K in Q2 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

Sun Life Financial reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
Sun Life Financial sold 2,176 Praxair Inc shares in Q4 2018, an estimated $350K.
Sun Life Financial first reported a position in Praxair Inc in Q1 2017 and held it in 7 quarters.
Sun Life Financial's Praxair Inc position peaked at $654K in Q2 2017.
6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.