OBGC
OXLC

O'Brien Greene & Co’s Oxford Lane Capital OXLC Stock Holding History

O'Brien Greene & Co’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
Q1 		– Sell
-2,000
Closed -$54K – 136
2020
Q4 		$54K Hold
2,000
– – 0.02% 120
2020
Q3 		$44K Hold
2,000
– – 0.02% 108
2020
Q2 		$41K Buy
+2,000
New +$40.5K 0.02% 107

Other funds holding OXLC

QGA
Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $71.6B AUM 21.08% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

O'Brien Greene & Co's OXLC Position: Q1 2021 in Review

O'Brien Greene & Co sold out of Oxford Lane Capital (OXLC) in Q1 2021, closing a stake of 2,000 shares — an estimated $54K sold.

O'Brien Greene & Co first reported a position in OXLC in Q2 2020 and held it in 3 quarters. The position peaked at $54K in Q4 2020. 46 funds tracked by Wall St. Rank hold OXLC as of Q1 2021.

  • O'Brien Greene & Co reported no remaining Oxford Lane Capital position as of Q1 2021 after selling out during the quarter.
  • O'Brien Greene & Co sold 2,000 Oxford Lane Capital shares in Q1 2021, an estimated $54K.
  • O'Brien Greene & Co first reported a position in Oxford Lane Capital in Q2 2020 and held it in 3 quarters.
  • O'Brien Greene & Co's Oxford Lane Capital position peaked at $54K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2021.

Based on O'Brien Greene & Co's 13F filing for Q1 2021, filed 12 May 2021.