DA
OXLC

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 $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 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 $222M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return