OXFORD FINANCIAL GROUP, LTD. LLC

Q1 2020 13F Combination Report, Options Holdings

Signature - Title
Lisa A. Walker - Chief Operations and Risk Officer
Location
Carmel, IN
Options holdings as of
31 Mar 2020
Notional value
$0
Number of holdings
0
Filing time
12 May 2020, 16:58:19 UTC
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q4 2019 - 10 Feb 2020
Next filing
Q2 2020 - 05 Aug 2020
Stock holdings
Showing options holdings, see here for stock holdings

OXFORD FINANCIAL GROUP, LTD. LLC didn't report any options holdings as of Q1 2020. Check stock holdings.

Filing 2020 Q1 compared to 2019 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lisa A. Walker Chief Operations and Risk Officer Carmel, Indiana 12 May 2020

List of Other Managers Reporting for OXFORD FINANCIAL GROUP, LTD. LLC:

Name Holdings Value Location File Number
REAVES W H & CO INC $5,717,059,496 Jersey City, NJ 028-01347
Winslow Capital Management, LLC $29,802,721,291 Minneapolis, MN 028-03676
MILLER HOWARD INVESTMENTS INC /NY $3,313,348,042 Kingston, NY 028-03692
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
STIFEL NICOLAUS & CO INC \MO\ St Louis, MO 028-06972
HORIZON KINETICS ASSET MANAGEMENT LLC $7,393,282,917 New York, NY 028-06986
TCW INVESTMENT MANAGEMENT Co LLC Los Angeles, CA 028-06683
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $2,099,434,716 Indianapolis, IN 028-10031
Neuberger Berman Investment Advisers LLC New York, NY 028-17085
TORTOISE CAPITAL ADVISORS, L.L.C. $7,858,720,257 Overland Park, KS 028-11123
NUANCE INVESTMENTS, LLC $907,565,960 Kansas City, MO 028-13833
Select Equity Group, L.P. $21,539,177,705 New York, NY 028-16000
SpiderRock Advisors, LLC Wilimington, DE 028-18017