Oxford Financial Group’s Visteon VC Stock Holding History

Oxford Financial Group’s Portfolio VC Stock Details VC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-4,125	Closed	-$283K	–	199
2020 Q2	$283K	Buy	+4,125	New	+$259K	0.05%	131

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oxford Financial Group's VC Position: Q3 2020 in Review

Oxford Financial Group sold out of Visteon (VC) in Q3 2020, closing a stake of 4,125 shares — an estimated $283K sold.

Oxford Financial Group first reported a position in VC in Q2 2020 and held it in 1 quarter. The position peaked at $283K in Q2 2020. 224 funds tracked by Wall St. Rank hold VC as of Q3 2020.

Oxford Financial Group reported no remaining Visteon position as of Q3 2020 after selling out during the quarter.
Oxford Financial Group sold 4,125 Visteon shares in Q3 2020, an estimated $283K.
Oxford Financial Group first reported a position in Visteon in Q2 2020 and held it in 1 quarter.
Oxford Financial Group's Visteon position peaked at $283K in Q2 2020.
224 funds tracked by Wall St. Rank held Visteon as of Q3 2020.

Based on Oxford Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.