CAC
OXLC

Certified Advisory Corp’s Oxford Lane Capital OXLC Stock Holding History

Certified Advisory Corp’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
2020
Q2 		$8K Hold
400
– – ﹤0.01% 589
2020
Q1 		$8K Hold
400
– – ﹤0.01% 565
2019
Q4 		$16K Buy
+400
New +$17.8K 0.01% 520

Other funds holding OXLC

QGA
Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Certified Advisory Corp's OXLC Position: Q2 2020 in Review

Certified Advisory Corp held its Oxford Lane Capital (OXLC) position steady in Q2 2020 at 400 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Certified Advisory Corp first reported a position in OXLC in Q4 2019 and has held it in 3 quarters since. The position peaked at $16K in Q4 2019. 36 funds tracked by Wall St. Rank hold OXLC as of Q2 2020.

  • Certified Advisory Corp held 400 shares of Oxford Lane Capital worth $8K as of Q2 2020.
  • Certified Advisory Corp left its Oxford Lane Capital share count unchanged in Q2 2020.
  • Oxford Lane Capital made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #589 holding.
  • Certified Advisory Corp first reported a position in Oxford Lane Capital in Q4 2019 and has held it in 3 quarters since.
  • Certified Advisory Corp's Oxford Lane Capital position peaked at $16K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.