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Whittier Trust’s Oxford Industries OXM Stock Holding History

Whittier Trust’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
2015
Q1 		– Sell
-3,775
Closed -$208K – 1234
2014
Q4 		$208K Hold
3,775
– – 0.01% 436
2014
Q3 		$230K Hold
3,775
– – 0.01% 414
2014
Q2 		$252K Hold
3,775
– – 0.01% 404
2014
Q1 		$295K Hold
3,775
– – 0.02% 382
2013
Q4 		$305K Sell
3,775
-2,250
-37% -$164K 0.02% 381
2013
Q3 		$410K Hold
6,025
– – 0.02% 352
2013
Q2 		$376K Buy
+6,025
New +$367K 0.02% 352

Other funds holding OXM

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Whittier Trust's OXM Position: Q1 2015 in Review

Whittier Trust sold out of Oxford Industries (OXM) in Q1 2015, closing a stake of 3,775 shares — an estimated $208K sold.

Whittier Trust first reported a position in OXM in Q2 2013 and held it in 7 quarters. The position peaked at $410K in Q3 2013. 160 funds tracked by Wall St. Rank hold OXM as of Q1 2015.

  • Whittier Trust reported no remaining Oxford Industries position as of Q1 2015 after selling out during the quarter.
  • Whittier Trust sold 3,775 Oxford Industries shares in Q1 2015, an estimated $208K.
  • Whittier Trust first reported a position in Oxford Industries in Q2 2013 and held it in 7 quarters.
  • Whittier Trust's Oxford Industries position peaked at $410K in Q3 2013.
  • 160 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2015.

Based on Whittier Trust's 13F filing for Q1 2015, filed 5 May 2015.