MWP
OXLC

MYCIO Wealth Partners’s Oxford Lane Capital OXLC Stock Holding History

MYCIO Wealth Partners’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
2016
Q3 		– Sell
-125
Closed -$5K – 978
2016
Q2 		$5K Buy
125
+8
+7% +$356 ﹤0.01% 669
2016
Q1 		$5K Buy
117
+7
+6% +$298 ﹤0.01% 606
2015
Q4 		$5K Buy
110
+5
+5% +$275 ﹤0.01% 611
2015
Q3 		$6K Buy
+105
New +$7.12K ﹤0.01% 641

Other funds holding OXLC

SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MYCIO Wealth Partners's OXLC Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Oxford Lane Capital (OXLC) in Q3 2016, closing a stake of 125 shares — an estimated $5K sold.

MYCIO Wealth Partners first reported a position in OXLC in Q3 2015 and held it in 4 quarters. The position peaked at $6K in Q3 2015. 23 funds tracked by Wall St. Rank hold OXLC as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Oxford Lane Capital position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 125 Oxford Lane Capital shares in Q3 2016, an estimated $5K.
  • MYCIO Wealth Partners first reported a position in Oxford Lane Capital in Q3 2015 and held it in 4 quarters.
  • MYCIO Wealth Partners's Oxford Lane Capital position peaked at $6K in Q3 2015.
  • 23 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.