GWA
OXLC

Genesis Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

Genesis Wealth 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
2015
Q2 		$15.3K Hold
215
– – 0.01% 309
2015
Q1 		$16K Hold
215
– – 0.01% 310
2014
Q4 		$16.8K Buy
+215
New +$16.8K 0.01% 328

Other funds holding OXLC

AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
TCM
Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Genesis Wealth Advisors's OXLC Position: Q2 2015 in Review

Genesis Wealth Advisors held its Oxford Lane Capital (OXLC) position steady in Q2 2015 at 215 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #309.

Genesis Wealth Advisors first reported a position in OXLC in Q4 2014 and has held it in 3 quarters since. The position peaked at $16.8K in Q4 2014. 32 funds tracked by Wall St. Rank hold OXLC as of Q2 2015.

  • Genesis Wealth Advisors held 215 shares of Oxford Lane Capital worth $15.3K as of Q2 2015.
  • Genesis Wealth Advisors left its Oxford Lane Capital share count unchanged in Q2 2015.
  • Oxford Lane Capital made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #309 holding.
  • Genesis Wealth Advisors first reported a position in Oxford Lane Capital in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Oxford Lane Capital position peaked at $16.8K in Q4 2014.
  • 32 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.