KIA
OXLCM

KCM Investment Advisors’s Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock OXLCM Stock Holding History

KCM Investment Advisors’s Portfolio OXLCM Stock Details OXLCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-35,684
Closed -$899K – 368
2018
Q4 		$899K Buy
35,684
+287
+0.8% +$7.26K 0.06% 241
2018
Q3 		$911K Buy
35,397
+289
+0.8% +$7.38K 0.05% 253
2018
Q2 		$900K Sell
35,108
-287
-0.8% -$7.33K 0.06% 249
2018
Q1 		$903K Buy
35,395
+662
+2% +$16.8K 0.05% 269
2017
Q4 		$875K Sell
34,733
-1,367
-4% -$34.6K 0.05% 277
2017
Q3 		$917K Buy
36,100
+700
+2% +$17.7K 0.06% 260
2017
Q2 		$882K Buy
+35,400
New +$881K 0.06% 262

Other funds holding OXLCM

SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

KCM Investment Advisors's OXLCM Position: Q1 2019 in Review

KCM Investment Advisors sold out of Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock (OXLCM) in Q1 2019, closing a stake of 35,684 shares — an estimated $899K sold.

KCM Investment Advisors first reported a position in OXLCM in Q2 2017 and held it in 7 quarters. The position peaked at $917K in Q3 2017. 1 fund tracked by Wall St. Rank holds OXLCM as of Q1 2019.

  • KCM Investment Advisors reported no remaining Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 35,684 Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock shares in Q1 2019, an estimated $899K.
  • KCM Investment Advisors first reported a position in Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock in Q2 2017 and held it in 7 quarters.
  • KCM Investment Advisors's Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock position peaked at $917K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Oxford Lane Capital Corp. 6.75% Series 2024 Term Preferred Stock as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.