FIM
OXLC

Freedom Investment Management’s Oxford Lane Capital OXLC Stock Holding History

Freedom Investment 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
2018
Q4 		– Sell
-3,171
Closed -$171K – 866
2018
Q3 		$171K Sell
3,171
-331
-9% -$18.1K 0.01% 865
2018
Q2 		$182K Buy
3,502
+263
+8% +$14.1K 0.01% 914
2018
Q1 		$164K Buy
3,239
+739
+30% +$37.4K 0.01% 1058
2017
Q4 		$126K Buy
+2,500
New +$129K 0.01% 1092

Other funds holding OXLC

SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Freedom Investment Management's OXLC Position: Q4 2018 in Review

Freedom Investment Management sold out of Oxford Lane Capital (OXLC) in Q4 2018, closing a stake of 3,171 shares — an estimated $171K sold.

Freedom Investment Management first reported a position in OXLC in Q4 2017 and held it in 4 quarters. The position peaked at $182K in Q2 2018. 34 funds tracked by Wall St. Rank hold OXLC as of Q4 2018.

  • Freedom Investment Management reported no remaining Oxford Lane Capital position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 3,171 Oxford Lane Capital shares in Q4 2018, an estimated $171K.
  • Freedom Investment Management first reported a position in Oxford Lane Capital in Q4 2017 and held it in 4 quarters.
  • Freedom Investment Management's Oxford Lane Capital position peaked at $182K in Q2 2018.
  • 34 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.