WIC
PX

Whitegate Investment Counselors’s Praxair Inc PX Stock Holding History

Whitegate Investment Counselors’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
-22,725
Closed -$3.65M – 201
2018
Q3 		$3.65M Sell
22,725
-580
-2% -$93.2K 0.75% 46
2018
Q2 		$3.69M Sell
23,305
-315
-1% -$48.7K 0.75% 44
2018
Q1 		$3.41M Sell
23,620
-245
-1% -$38.1K 0.73% 46
2017
Q4 		$3.69M Sell
23,865
-25
-0.1% -$3.71K 0.77% 39
2017
Q3 		$3.34M Hold
23,890
– – 0.74% 44
2017
Q2 		$3.17M Sell
23,890
-575
-2% -$73.7K 0.72% 46
2017
Q1 		$2.9M Sell
24,465
-62
-0.3% -$7.29K 0.7% 50
2016
Q4 		$2.87M Sell
24,527
-750
-3% -$89.1K 0.77% 48
2016
Q3 		$3.05M Buy
25,277
+50
+0.2% +$5.92K 0.83% 40
2016
Q2 		$2.83M Buy
+25,227
New +$2.86M 0.79% 39
2014
Q1 		$2.75M Buy
+24,027
New +$3.11M 0.75% 44

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $488M AUM 41.05% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $954M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return