Buckingham Capital Management (New York)’s Xcel Brands XELB Stock Holding History

Buckingham Capital Management (New York)’s Portfolio XELB Stock Details XELB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-22,247	Closed	-$429K	–	73
2019 Q3	$429K	Sell	22,247 -52,149	-70%	-$1.06M	0.05%	86
2019 Q2	$1.08M	Sell	74,396 -37,637	-34%	-$513K	0.13%	83
2019 Q1	$1.91M	Buy	112,033 +4,423	+4%	+$65.3K	0.18%	82
2018 Q4	$1.22M	Sell	107,610 -61,270	-36%	-$1.19M	0.18%	76
2018 Q3	$3.97M	Hold	168,880	–	–	0.41%	71
2018 Q2	$3.97M	Sell	168,880 -16,215	-9%	-$444K	0.39%	74
2018 Q1	$5.4M	Hold	185,095	–	–	0.62%	63
2017 Q4	$5.58M	Hold	185,095	–	–	0.67%	59
2017 Q3	$6.28M	Hold	185,095	–	–	0.83%	49
2017 Q2	$5.17M	Buy	185,095 +2,000	+1%	+$50.7K	0.6%	67
2017 Q1	$4.52M	Hold	183,095	–	–	0.61%	63
2016 Q4	$7.48M	Buy	183,095 +16,256	+10%	+$790K	0.99%	44
2016 Q3	$8.32M	Buy	166,839 +1,396	+0.8%	+$69.9K	1.04%	36
2016 Q2	$8.32M	Buy	165,443 +1,702	+1%	+$98.6K	1.01%	37
2016 Q1	$9.17M	Buy	163,741 +4,733	+3%	+$267K	1.04%	36
2015 Q4	$11.9M	Buy	159,008 +1,350	+0.9%	+$102K	1.48%	24
2015 Q3	$13.5M	Buy	+157,658	New	+$13.8M	1.23%	29

Other funds holding XELB

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

AWW

Alan W. Weber $336M AUM 75.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Buckingham Capital Management (New York)'s XELB Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of Xcel Brands (XELB) in Q4 2019, closing a stake of 22,247 shares — an estimated $429K sold.

Buckingham Capital Management (New York) first reported a position in XELB in Q3 2015 and held it in 17 quarters. The position peaked at $13.5M in Q3 2015. 15 funds tracked by Wall St. Rank hold XELB as of Q4 2019.

Buckingham Capital Management (New York) reported no remaining Xcel Brands position as of Q4 2019 after selling out during the quarter.
Buckingham Capital Management (New York) sold 22,247 Xcel Brands shares in Q4 2019, an estimated $429K.
Buckingham Capital Management (New York) first reported a position in Xcel Brands in Q3 2015 and held it in 17 quarters.
Buckingham Capital Management (New York)'s Xcel Brands position peaked at $13.5M in Q3 2015.
15 funds tracked by Wall St. Rank held Xcel Brands as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.