WIP
PX

Wellesley Investment Partners’s Praxair Inc PX Stock Holding History

Wellesley Investment Partners’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
-1,821
Closed -$292K – 135
2018
Q3 		$292K Hold
1,821
– – 0.1% 107
2018
Q2 		$288K Buy
1,821
+1
+0.1% +$155 0.1% 105
2018
Q1 		$262K Buy
1,820
+68
+4% +$10.6K 0.09% 109
2017
Q4 		$271K Hold
1,752
– – 0.1% 103
2017
Q3 		$244K Buy
1,752
+74
+4% +$9.86K 0.1% 107
2017
Q2 		$222K Buy
+1,678
New +$215K 0.09% 111

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

Wellesley Investment Partners's PX Position: Q4 2018 in Review

Wellesley Investment Partners sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,821 shares — an estimated $292K sold.

Wellesley Investment Partners first reported a position in PX in Q2 2017 and held it in 6 quarters. The position peaked at $292K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Wellesley Investment Partners reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Wellesley Investment Partners sold 1,821 Praxair Inc shares in Q4 2018, an estimated $292K.
  • Wellesley Investment Partners first reported a position in Praxair Inc in Q2 2017 and held it in 6 quarters.
  • Wellesley Investment Partners's Praxair Inc position peaked at $292K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Wellesley Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.