LWCFA
OXLC

Loring Wolcott & Coolidge Fiduciary Advisors’s Oxford Lane Capital OXLC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020
Q1 		– Sell
-20
Closed – – 688
2019
Q4 		$0 Buy
+20
New +$888 ﹤0.01% 698

Other funds holding OXLC

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OXLC Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Oxford Lane Capital (OXLC) in Q1 2020, closing a stake of 20 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OXLC in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 38 funds tracked by Wall St. Rank hold OXLC as of Q1 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Oxford Lane Capital position as of Q1 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 20 Oxford Lane Capital shares in Q1 2020.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Oxford Lane Capital in Q4 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Oxford Lane Capital position peaked at $0 in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.