HFS
OXLC

Horizon Financial Services’s Oxford Lane Capital OXLC Stock Holding History

Horizon Financial Services’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
2021
Q4 		– Sell
-300
Closed -$11K – 150
2021
Q3 		$11K Buy
+300
New +$10.9K 0.01% 106

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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

Horizon Financial Services's OXLC Position: Q4 2021 in Review

Horizon Financial Services sold out of Oxford Lane Capital (OXLC) in Q4 2021, closing a stake of 300 shares — an estimated $11K sold.

Horizon Financial Services first reported a position in OXLC in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 60 funds tracked by Wall St. Rank hold OXLC as of Q4 2021.

  • Horizon Financial Services reported no remaining Oxford Lane Capital position as of Q4 2021 after selling out during the quarter.
  • Horizon Financial Services sold 300 Oxford Lane Capital shares in Q4 2021, an estimated $11K.
  • Horizon Financial Services first reported a position in Oxford Lane Capital in Q3 2021 and held it in 1 quarter.
  • Horizon Financial Services's Oxford Lane Capital position peaked at $11K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2021.

Based on Horizon Financial Services's 13F filing for Q4 2021, filed 31 Jan 2022.