KIA
OXLCN

KCM Investment Advisors’s Oxford Lane Capital Corp. 8.125% Series 2024 Term Preferred Stock OXLCN Stock Holding History

KCM Investment Advisors’s Portfolio OXLCN Stock Details OXLCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,013
Closed -$201K – 548
2017
Q2 		$201K Sell
8,013
-500
-6% -$12.8K 0.01% 520
2017
Q1 		$219K Hold
8,513
– – 0.01% 505
2016
Q4 		$220K Hold
8,513
– – 0.01% 498
2016
Q3 		$221K Buy
+8,513
New +$219K 0.02% 503
2016
Q1 		– Sell
-10,635
Closed -$269K – 532
2015
Q4 		$269K Buy
10,635
+805
+8% +$20.3K 0.02% 436
2015
Q3 		$248K Hold
9,830
– – 0.02% 454
2015
Q2 		$247K Buy
9,830
+250
+3% +$6.31K 0.02% 473
2015
Q1 		$242K Sell
9,580
-26,160
-73% -$657K 0.02% 474
2014
Q4 		$883K Buy
35,740
+10,190
+40% +$255K 0.07% 253
2014
Q3 		$646K Buy
25,550
+150
+0.6% +$3.79K 0.06% 283
2014
Q2 		$643K Buy
+25,400
New +$641K 0.06% 279

KCM Investment Advisors's OXLCN Position: Q3 2017 in Review

KCM Investment Advisors sold out of Oxford Lane Capital Corp. 8.125% Series 2024 Term Preferred Stock (OXLCN) in Q3 2017, closing a stake of 8,013 shares — an estimated $201K sold.

KCM Investment Advisors first reported a position in OXLCN in Q2 2014 and held it in 11 quarters. The position peaked at $883K in Q4 2014. 0 funds tracked by Wall St. Rank hold OXLCN as of Q3 2017.

  • KCM Investment Advisors reported no remaining Oxford Lane Capital Corp. 8.125% Series 2024 Term Preferred Stock position as of Q3 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 8,013 Oxford Lane Capital Corp. 8.125% Series 2024 Term Preferred Stock shares in Q3 2017, an estimated $201K.
  • KCM Investment Advisors first reported a position in Oxford Lane Capital Corp. 8.125% Series 2024 Term Preferred Stock in Q2 2014 and held it in 11 quarters.
  • KCM Investment Advisors's Oxford Lane Capital Corp. 8.125% Series 2024 Term Preferred Stock position peaked at $883K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held Oxford Lane Capital Corp. 8.125% Series 2024 Term Preferred Stock as of Q3 2017.

Based on KCM Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.