MAFM
OXLC

Mid Atlantic Financial Management’s Oxford Lane Capital OXLC Stock Holding History

Mid Atlantic Financial Management’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
Q3 		$691K Buy
19,180
+12,840
+203% +$466K 0.05% 362
2021
Q2 		$235K Buy
6,340
+2,400
+61% +$83.9K 0.02% 764
2021
Q1 		$124K Buy
+3,940
New +$125K 0.01% 821

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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Mid Atlantic Financial Management's OXLC Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Oxford Lane Capital (OXLC) stake by 203% in Q3 2021, buying an estimated $466K and bringing the position to 19,180 shares worth $691K. The position accounts for 0.05% of the portfolio, ranked #362.

Mid Atlantic Financial Management first reported a position in OXLC in Q1 2021 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold OXLC as of Q3 2021.

  • Mid Atlantic Financial Management held 19,180 shares of Oxford Lane Capital worth $691K as of Q3 2021.
  • Mid Atlantic Financial Management bought 12,840 Oxford Lane Capital shares in Q3 2021, an estimated $466K.
  • Oxford Lane Capital made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #362 holding.
  • Mid Atlantic Financial Management first reported a position in Oxford Lane Capital in Q1 2021 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.