BFC
OXLC

Bedel Financial Consulting’s Oxford Lane Capital OXLC Stock Holding History

Bedel Financial Consulting’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$7K – 1058
2021
Q3 		$7K Hold
200
– – ﹤0.01% 732
2021
Q2 		$7K Hold
200
– – ﹤0.01% 731
2021
Q1 		$6K Buy
+200
New +$6.33K ﹤0.01% 720

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EG
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IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

Bedel Financial Consulting's OXLC Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Oxford Lane Capital (OXLC) in Q4 2021, closing a stake of 200 shares — an estimated $7K sold.

Bedel Financial Consulting first reported a position in OXLC in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 60 funds tracked by Wall St. Rank hold OXLC as of Q4 2021.

  • Bedel Financial Consulting reported no remaining Oxford Lane Capital position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 200 Oxford Lane Capital shares in Q4 2021, an estimated $7K.
  • Bedel Financial Consulting first reported a position in Oxford Lane Capital in Q1 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's Oxford Lane Capital position peaked at $7K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.