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Shell Asset Management’s Oxford Industries OXM Stock Holding History

Shell Asset Management’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
2014
Q1 		– Sell
-43,112
Closed -$3.48M – 857
2013
Q4 		$3.48M Buy
43,112
+6,955
+19% +$506K 0.06% 299
2013
Q3 		$2.46M Hold
36,157
– – 0.05% 415
2013
Q2 		$2.26M Buy
+36,157
New +$2.2M 0.04% 428

Other funds holding OXM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shell Asset Management's OXM Position: Q1 2014 in Review

Shell Asset Management sold out of Oxford Industries (OXM) in Q1 2014, closing a stake of 43,112 shares — an estimated $3.48M sold.

Shell Asset Management first reported a position in OXM in Q2 2013 and held it in 3 quarters. The position peaked at $3.48M in Q4 2013. 129 funds tracked by Wall St. Rank hold OXM as of Q1 2014.

  • Shell Asset Management reported no remaining Oxford Industries position as of Q1 2014 after selling out during the quarter.
  • Shell Asset Management sold 43,112 Oxford Industries shares in Q1 2014, an estimated $3.48M.
  • Shell Asset Management first reported a position in Oxford Industries in Q2 2013 and held it in 3 quarters.
  • Shell Asset Management's Oxford Industries position peaked at $3.48M in Q4 2013.
  • 129 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2014.

Based on Shell Asset Management's 13F filing for Q1 2014, filed 7 May 2014.