WRF
OXM icon

Waddell & Reed Financial’s Oxford Industries OXM Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-184,956
Closed -$11.1M – 577
2016
Q4 		$11.1M Sell
184,956
-11,560
-6% -$762K 0.02% 400
2016
Q3 		$13.3M Sell
196,516
-157,300
-44% -$9.85M 0.03% 377
2016
Q2 		$20M Sell
353,816
-21,484
-6% -$1.33M 0.04% 309
2016
Q1 		$25.2M Hold
375,300
– – 0.05% 268
2015
Q4 		$24M Buy
375,300
+20,100
+6% +$1.38M 0.04% 292
2015
Q3 		$26.2M Hold
355,200
– – 0.04% 286
2015
Q2 		$31.1M Buy
355,200
+81,700
+30% +$6.47M 0.04% 276
2015
Q1 		$20.6M Hold
273,500
– – 0.03% 343
2014
Q4 		$15.1M Buy
+273,500
New +$16.7M 0.02% 362

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
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 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
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

Waddell & Reed Financial's OXM Position: Q1 2017 in Review

Waddell & Reed Financial sold out of Oxford Industries (OXM) in Q1 2017, closing a stake of 184,956 shares — an estimated $11.1M sold.

Waddell & Reed Financial first reported a position in OXM in Q4 2014 and held it in 9 quarters. The position peaked at $31.1M in Q2 2015. 161 funds tracked by Wall St. Rank hold OXM as of Q1 2017.

  • Waddell & Reed Financial reported no remaining Oxford Industries position as of Q1 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 184,956 Oxford Industries shares in Q1 2017, an estimated $11.1M.
  • Waddell & Reed Financial first reported a position in Oxford Industries in Q4 2014 and held it in 9 quarters.
  • Waddell & Reed Financial's Oxford Industries position peaked at $31.1M in Q2 2015.
  • 161 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2017.

Based on Waddell & Reed Financial's 13F filing for Q1 2017, filed 15 May 2017.