WKWM
PX

Walter & Keenan Wealth Management’s Praxair Inc PX Stock Holding History

Walter & Keenan Wealth Management’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
-2,765
Closed -$444K – 171
2018
Q3 		$444K Hold
2,765
– – 0.13% 100
2018
Q2 		$437K Hold
2,765
– – 0.19% 103
2018
Q1 		$399K Sell
2,765
-145
-5% -$22.6K 0.17% 114
2017
Q4 		$450K Buy
+2,910
New +$432K 0.19% 101

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

Walter & Keenan Wealth Management's PX Position: Q4 2018 in Review

Walter & Keenan Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 2,765 shares — an estimated $444K sold.

Walter & Keenan Wealth Management first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $450K in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Walter & Keenan Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 2,765 Praxair Inc shares in Q4 2018, an estimated $444K.
  • Walter & Keenan Wealth Management first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • Walter & Keenan Wealth Management's Praxair Inc position peaked at $450K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Walter & Keenan Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.