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Integrated Wealth Management (Palm Desert)’s Oxford Industries OXM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-12
Closed – – 1432
2015
Q1 		$0 Buy
+12
New +$676 ﹤0.01% 1336

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DCM
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KCM
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SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s OXM Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Oxford Industries (OXM) in Q2 2015, closing a stake of 12 shares.

Integrated Wealth Management (Palm Desert) first reported a position in OXM in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 171 funds tracked by Wall St. Rank hold OXM as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Oxford Industries position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 12 Oxford Industries shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Oxford Industries in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Oxford Industries position peaked at $0 in Q1 2015.
  • 171 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.