SW
PX

SVB Wealth’s Praxair Inc PX Stock Holding History

SVB Wealth’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
-18,440
Closed -$2.96M – 444
2018
Q3 		$2.96M Sell
18,440
-987
-5% -$159K 0.1% 135
2018
Q2 		$3.07M Sell
19,427
-768
-4% -$119K 0.12% 132
2018
Q1 		$2.91M Sell
20,195
-1,133
-5% -$176K 0.11% 139
2017
Q4 		$3.3M Sell
21,328
-475
-2% -$70.5K 0.12% 132
2017
Q3 		$3.05M Sell
21,803
-948
-4% -$126K 0.12% 140
2017
Q2 		$3.02M Sell
22,751
-2,716
-11% -$348K 0.12% 147
2017
Q1 		$3.02M Sell
25,467
-4,163
-14% -$489K 0.12% 140
2016
Q4 		$3.47M Sell
29,630
-12,736
-30% -$1.51M 0.14% 124
2016
Q3 		$5.12M Sell
42,366
-7,455
-15% -$882K 0.21% 111
2016
Q2 		$5.6M Sell
49,821
-11,152
-18% -$1.26M 0.23% 108
2016
Q1 		$6.98M Sell
60,973
-15,238
-20% -$1.59M 0.28% 89
2015
Q4 		$7.8M Sell
76,211
-33,541
-31% -$3.66M 0.31% 86
2015
Q3 		$11.2M Sell
109,752
-40,026
-27% -$4.42M 0.43% 71
2015
Q2 		$17.9M Sell
149,778
-3,477
-2% -$424K 0.59% 54
2015
Q1 		$18.5M Buy
153,255
+1,277
+0.8% +$160K 0.6% 58
2014
Q4 		$19.7M Buy
+151,978
New +$19.2M 0.64% 47

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

SVB Wealth's PX Position: Q4 2018 in Review

SVB Wealth sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 18,440 shares — an estimated $2.96M sold.

SVB Wealth first reported a position in PX in Q4 2014 and held it in 16 quarters. The position peaked at $19.7M in Q4 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • SVB Wealth reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • SVB Wealth sold 18,440 Praxair Inc shares in Q4 2018, an estimated $2.96M.
  • SVB Wealth first reported a position in Praxair Inc in Q4 2014 and held it in 16 quarters.
  • SVB Wealth's Praxair Inc position peaked at $19.7M in Q4 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on SVB Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.