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Wealthcare Advisory Partners’s Oxford Industries OXM Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-5
Closed – – 1202
2017
Q4 		$0 Buy
+5
New +$334 ﹤0.01% 1152

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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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Wealthcare Advisory Partners's OXM Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Oxford Industries (OXM) in Q1 2018, closing a stake of 5 shares.

Wealthcare Advisory Partners first reported a position in OXM in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 192 funds tracked by Wall St. Rank hold OXM as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining Oxford Industries position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5 Oxford Industries shares in Q1 2018.
  • Wealthcare Advisory Partners first reported a position in Oxford Industries in Q4 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Oxford Industries position peaked at $0 in Q4 2017.
  • 192 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.