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Valeo Financial Advisors’s Oxford Industries OXM Stock Holding History

Valeo Financial 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
Q4 		– Sell
-27
Closed -$2K – 1661
2018
Q3 		$2K Buy
+27
New +$2.46K ﹤0.01% 1495

Other funds holding OXM

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Valeo Financial Advisors's OXM Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Oxford Industries (OXM) in Q4 2018, closing a stake of 27 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in OXM in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 187 funds tracked by Wall St. Rank hold OXM as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Oxford Industries position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 27 Oxford Industries shares in Q4 2018, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Oxford Industries in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Oxford Industries position peaked at $2K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.