DCM Advisors’s Oxford Lane Capital OXLC Stock Holding History

DCM Advisors’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
2022 Q1	–	Sell	-6,855	Closed	-$264K	–	210
2021 Q4	$264K	Sell	6,855 -14,764	-68%	-$574K	0.08%	183
2021 Q3	$779K	Sell	21,619 -540	-2%	-$19.6K	0.3%	91
2021 Q2	$821K	Buy	22,159 +320	+1%	+$11.2K	0.47%	73
2021 Q1	$688K	Buy	21,839 +2,300	+12%	+$72.8K	0.4%	87
2020 Q4	$529K	Buy	+19,539	New	+$482K	0.31%	99

Other funds holding OXLC

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

DCM Advisors's OXLC Position: Q1 2022 in Review

DCM Advisors sold out of Oxford Lane Capital (OXLC) in Q1 2022, closing a stake of 6,855 shares — an estimated $264K sold.

DCM Advisors first reported a position in OXLC in Q4 2020 and held it in 5 quarters. The position peaked at $821K in Q2 2021. 75 funds tracked by Wall St. Rank hold OXLC as of Q1 2022.

DCM Advisors reported no remaining Oxford Lane Capital position as of Q1 2022 after selling out during the quarter.
DCM Advisors sold 6,855 Oxford Lane Capital shares in Q1 2022, an estimated $264K.
DCM Advisors first reported a position in Oxford Lane Capital in Q4 2020 and held it in 5 quarters.
DCM Advisors's Oxford Lane Capital position peaked at $821K in Q2 2021.
75 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2022.

Based on DCM Advisors's 13F filing for Q1 2022, filed 9 May 2022.