BI
OXLC

Bramshill Investments’s Oxford Lane Capital OXLC Stock Holding History

Bramshill Investments’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
2018
Q3 		– Sell
-9,275
Closed -$483K – 193
2018
Q2 		$483K Sell
9,275
-349
-4% -$18.7K 0.19% 84
2018
Q1 		$487K Sell
9,624
-905
-9% -$45.8K 0.16% 81
2017
Q4 		$529K Buy
+10,529
New +$543K 0.15% 80

Other funds holding OXLC

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bramshill Investments's OXLC Position: Q3 2018 in Review

Bramshill Investments sold out of Oxford Lane Capital (OXLC) in Q3 2018, closing a stake of 9,275 shares — an estimated $483K sold.

Bramshill Investments first reported a position in OXLC in Q4 2017 and held it in 3 quarters. The position peaked at $529K in Q4 2017. 37 funds tracked by Wall St. Rank hold OXLC as of Q3 2018.

  • Bramshill Investments reported no remaining Oxford Lane Capital position as of Q3 2018 after selling out during the quarter.
  • Bramshill Investments sold 9,275 Oxford Lane Capital shares in Q3 2018, an estimated $483K.
  • Bramshill Investments first reported a position in Oxford Lane Capital in Q4 2017 and held it in 3 quarters.
  • Bramshill Investments's Oxford Lane Capital position peaked at $529K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2018.

Based on Bramshill Investments's 13F filing for Q3 2018, filed 16 Nov 2018.