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Gary Goldberg Planning Services’s Oxford Square Capital OXSQ Stock Holding History

Gary Goldberg Planning Services’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$8K Hold
1,000
– – ﹤0.01% 367
2014
Q3 		$9K Hold
1,000
– – ﹤0.01% 387
2014
Q2 		$10K Hold
1,000
– – ﹤0.01% 351
2014
Q1 		$10K Buy
+1,000
New +$10.2K ﹤0.01% 331

Other funds holding OXSQ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's OXSQ Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Oxford Square Capital (OXSQ) position steady in Q4 2014 at 1,000 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Gary Goldberg Planning Services first reported a position in OXSQ in Q1 2014 and has held it in 4 quarters since. The position peaked at $10K in Q2 2014. 94 funds tracked by Wall St. Rank hold OXSQ as of Q4 2014.

  • Gary Goldberg Planning Services held 1,000 shares of Oxford Square Capital worth $8K as of Q4 2014.
  • Gary Goldberg Planning Services left its Oxford Square Capital share count unchanged in Q4 2014.
  • Oxford Square Capital made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #367 holding.
  • Gary Goldberg Planning Services first reported a position in Oxford Square Capital in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's Oxford Square Capital position peaked at $10K in Q2 2014.
  • 94 funds tracked by Wall St. Rank held Oxford Square Capital as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.