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First Personal Financial Services’s Oxford Industries OXM Stock Holding History

First Personal Financial Services’s Portfolio OXM Stock Details OXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-129
Closed -$10K – 863
2018
Q1 		$10K Buy
+129
New +$10.3K ﹤0.01% 790
2017
Q1 		– Sell
-209
Closed -$13K – 923
2016
Q4 		$13K Buy
209
+185
+771% +$12.2K ﹤0.01% 649
2016
Q3 		$2K Buy
+24
New +$1.5K ﹤0.01% 769

Other funds holding OXM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Personal Financial Services's OXM Position: Q2 2018 in Review

First Personal Financial Services sold out of Oxford Industries (OXM) in Q2 2018, closing a stake of 129 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in OXM in Q3 2016 and held it in 3 quarters. The position peaked at $13K in Q4 2016. 192 funds tracked by Wall St. Rank hold OXM as of Q2 2018.

  • First Personal Financial Services reported no remaining Oxford Industries position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 129 Oxford Industries shares in Q2 2018, an estimated $10K.
  • First Personal Financial Services first reported a position in Oxford Industries in Q3 2016 and held it in 3 quarters.
  • First Personal Financial Services's Oxford Industries position peaked at $13K in Q4 2016.
  • 192 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.