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Lucus Advisors’s Oxford Industries OXM Stock Holding History

Lucus Advisors’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
Q1 		$209K Sell
2,804
-1,802
-39% -$144K 0.36% 158
2017
Q4 		$346K Sell
4,606
-918
-17% -$61.4K 0.51% 23
2017
Q3 		$351K Buy
+5,524
New +$337K 0.49% 40
2016
Q2 		– Sell
-7,651
Closed -$514K – 288
2016
Q1 		$514K Buy
+7,651
New +$521K 0.3% 214

Other funds holding OXM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Lucus Advisors's OXM Position: Q1 2018 in Review

Lucus Advisors reduced its Oxford Industries (OXM) stake by 39% in Q1 2018, selling an estimated $144K and leaving 2,804 shares worth $209K. The position accounts for 0.36% of the portfolio, ranked #158.

Lucus Advisors first reported a position in OXM in Q1 2016 and has held it in 4 quarters since. The position peaked at $514K in Q1 2016. 192 funds tracked by Wall St. Rank hold OXM as of Q1 2018.

  • Lucus Advisors held 2,804 shares of Oxford Industries worth $209K as of Q1 2018.
  • Lucus Advisors sold 1,802 Oxford Industries shares in Q1 2018, an estimated $144K.
  • Oxford Industries made up 0.36% of Lucus Advisors's portfolio in Q1 2018, its #158 holding.
  • Lucus Advisors first reported a position in Oxford Industries in Q1 2016 and has held it in 4 quarters since.
  • Lucus Advisors's Oxford Industries position peaked at $514K in Q1 2016.
  • 192 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.