WMS Partners’s Praxair Inc PX Stock Holding History

WMS 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 Q1	–	Sell	-2,033	Closed	-$314K	–	246
2017 Q4	$314K	Hold	2,033	–	–	0.04%	176
2017 Q3	$284K	Buy	2,033 +175	+9%	+$23.3K	0.03%	179
2017 Q2	$246K	Sell	1,858 -425	-19%	-$54.5K	0.03%	187
2017 Q1	$271K	Sell	2,283 -56	-2%	-$6.58K	0.03%	165
2016 Q4	$274K	Hold	2,339	–	–	0.04%	159
2016 Q3	$283K	Hold	2,339	–	–	0.04%	156
2016 Q2	$263K	Sell	2,339 -62	-3%	-$7.03K	0.04%	173
2016 Q1	$275K	Hold	2,401	–	–	0.04%	167
2015 Q4	$246K	Sell	2,401 -125	-5%	-$13.6K	0.04%	181
2015 Q3	$257K	Sell	2,526 -1,015	-29%	-$112K	0.04%	171
2015 Q2	$423K	Buy	+3,541	New	+$431K	0.05%	190
2015 Q1	–	Sell	-2,418	Closed	-$313K	–	296
2014 Q4	$313K	Hold	2,418	–	–	0.05%	161
2014 Q3	$311K	Hold	2,418	–	–	0.05%	183
2014 Q2	$322K	Hold	2,418	–	–	0.05%	184
2014 Q1	$317K	Hold	2,418	–	–	0.05%	184
2013 Q4	$314K	Hold	2,418	–	–	0.05%	173
2013 Q3	$290K	Hold	2,418	–	–	0.06%	152
2013 Q2	$279K	Buy	+2,418	New	+$275K	0.05%	180

Other funds holding PX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WMS Partners's PX Position: Q1 2018 in Review

WMS Partners sold out of Praxair Inc (PX) in Q1 2018, closing a stake of 2,033 shares — an estimated $314K sold.

WMS Partners first reported a position in PX in Q2 2013 and held it in 18 quarters. The position peaked at $423K in Q2 2015. 1,020 funds tracked by Wall St. Rank hold PX as of Q1 2018.

WMS Partners reported no remaining Praxair Inc position as of Q1 2018 after selling out during the quarter.
WMS Partners sold 2,033 Praxair Inc shares in Q1 2018, an estimated $314K.
WMS Partners first reported a position in Praxair Inc in Q2 2013 and held it in 18 quarters.
WMS Partners's Praxair Inc position peaked at $423K in Q2 2015.
1,020 funds tracked by Wall St. Rank held Praxair Inc as of Q1 2018.

Based on WMS Partners's 13F filing for Q1 2018, filed 14 May 2018.