Edge Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Edge Wealth Management’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 Q1	–	Sell	-200	Closed	-$8K	–	662
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	446
2019 Q3	$9K	Hold	200	–	–	﹤0.01%	421
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	415
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	403
2018 Q4	$10K	Hold	200	–	–	﹤0.01%	400
2018 Q3	$11K	Hold	200	–	–	﹤0.01%	423
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	422
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	385
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	382
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	369
2017 Q2	$10K	Hold	200	–	–	﹤0.01%	365
2017 Q1	$11K	Buy	+200	New	+$11.1K	﹤0.01%	345

Other funds holding OXLC

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Edge Wealth Management's OXLC Position: Q1 2020 in Review

Edge Wealth Management sold out of Oxford Lane Capital (OXLC) in Q1 2020, closing a stake of 200 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in OXLC in Q1 2017 and held it in 12 quarters. The position peaked at $11K in Q3 2018. 38 funds tracked by Wall St. Rank hold OXLC as of Q1 2020.

Edge Wealth Management reported no remaining Oxford Lane Capital position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 200 Oxford Lane Capital shares in Q1 2020, an estimated $8K.
Edge Wealth Management first reported a position in Oxford Lane Capital in Q1 2017 and held it in 12 quarters.
Edge Wealth Management's Oxford Lane Capital position peaked at $11K in Q3 2018.
38 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.