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USA Financial Formulas’s Oxford Industries OXM Stock Holding History

USA Financial Formulas’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
2019
Q1 		– Sell
-1,131
Closed -$102K – 276
2018
Q4 		$102K Buy
1,131
+66
+6% +$5.35K 0.03% 278
2018
Q3 		$88K Sell
1,065
-53
-5% -$4.82K 0.02% 267
2018
Q2 		$83K Hold
1,118
– – 0.02% 302
2018
Q1 		$83K Buy
+1,118
New +$89.6K 0.02% 302

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

USA Financial Formulas's OXM Position: Q1 2019 in Review

USA Financial Formulas sold out of Oxford Industries (OXM) in Q1 2019, closing a stake of 1,131 shares — an estimated $102K sold.

USA Financial Formulas first reported a position in OXM in Q1 2018 and held it in 4 quarters. The position peaked at $102K in Q4 2018. 187 funds tracked by Wall St. Rank hold OXM as of Q1 2019.

  • USA Financial Formulas reported no remaining Oxford Industries position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 1,131 Oxford Industries shares in Q1 2019, an estimated $102K.
  • USA Financial Formulas first reported a position in Oxford Industries in Q1 2018 and held it in 4 quarters.
  • USA Financial Formulas's Oxford Industries position peaked at $102K in Q4 2018.
  • 187 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.