Oxford Financial Group Ltd Buys , ,

Investment company Oxford Financial Group Ltd buys , , , , , , , , , during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Oxford Financial Group Ltd. As of 2018-09-30, Oxford Financial Group Ltd owns 30 stocks with a total value of $169 million. These are the details of the buys and sells.

For the details of OXFORD FINANCIAL GROUP LTD's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=OXFORD+FINANCIAL+GROUP+LTD

These are the top 5 holdings of OXFORD FINANCIAL GROUP LTD
  1. (MTUM) - 440,145 shares, 31.04% of the total portfolio. New Position
  2. (IVV) - 75,878 shares, 13.17% of the total portfolio. New Position
  3. (VT) - 217,102 shares, 9.76% of the total portfolio. New Position
  4. (ANGL) - 492,826 shares, 8.49% of the total portfolio. New Position
  5. (VTI) - 90,140 shares, 8% of the total portfolio. New Position
New Purchase: (MTUM)

Oxford Financial Group Ltd initiated holding in . The purchase prices were between $109.27 and $119, with an estimated average price of $114.98. The stock is now traded at around $. The impact to a portfolio due to this purchase was 31.04%. The holding were 440,145 shares as of 2018-09-30.

New Purchase: (IVV)

Oxford Financial Group Ltd initiated holding in . The purchase prices were between $272.73 and $295.76, with an estimated average price of $286.69. The stock is now traded at around $. The impact to a portfolio due to this purchase was 13.17%. The holding were 75,878 shares as of 2018-09-30.

New Purchase: (VT)

Oxford Financial Group Ltd initiated holding in . The purchase prices were between $73.03 and $76.8, with an estimated average price of $75.24. The stock is now traded at around $. The impact to a portfolio due to this purchase was 9.76%. The holding were 217,102 shares as of 2018-09-30.

New Purchase: (ANGL)

Oxford Financial Group Ltd initiated holding in . The purchase prices were between $28.59 and $29.1, with an estimated average price of $28.91. The stock is now traded at around $. The impact to a portfolio due to this purchase was 8.49%. The holding were 492,826 shares as of 2018-09-30.

New Purchase: (VTI)

Oxford Financial Group Ltd initiated holding in . The purchase prices were between $140.41 and $151.31, with an estimated average price of $147.11. The stock is now traded at around $. The impact to a portfolio due to this purchase was 8%. The holding were 90,140 shares as of 2018-09-30.

New Purchase: (GNR)

Oxford Financial Group Ltd initiated holding in . The purchase prices were between $47.16 and $51, with an estimated average price of $49.31. The stock is now traded at around $. The impact to a portfolio due to this purchase was 7.69%. The holding were 256,476 shares as of 2018-09-30.



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