MFW
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Mosaic Family Wealth’s Oxford Industries OXM Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-60
Closed -$4K – 853
2017
Q3 		$4K Buy
+60
New +$3.66K ﹤0.01% 755

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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 $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mosaic Family Wealth's OXM Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Oxford Industries (OXM) in Q4 2017, closing a stake of 60 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in OXM in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 184 funds tracked by Wall St. Rank hold OXM as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Oxford Industries position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 60 Oxford Industries shares in Q4 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Oxford Industries in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Oxford Industries position peaked at $4K in Q3 2017.
  • 184 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.