SFA
OXLC

Sequoia Financial Advisors’s Oxford Lane Capital OXLC Stock Holding History

Sequoia Financial 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
Q2 		– Sell
-5,586
Closed -$116K – 395
2020
Q1 		$116K Buy
+5,586
New +$215K 0.01% 344

Other funds holding OXLC

QGA
Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Sequoia Financial Advisors's OXLC Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2020, closing a stake of 5,586 shares — an estimated $116K sold.

Sequoia Financial Advisors first reported a position in OXLC in Q1 2020 and held it in 1 quarter. The position peaked at $116K in Q1 2020. 36 funds tracked by Wall St. Rank hold OXLC as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining Oxford Lane Capital position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,586 Oxford Lane Capital shares in Q2 2020, an estimated $116K.
  • Sequoia Financial Advisors first reported a position in Oxford Lane Capital in Q1 2020 and held it in 1 quarter.
  • Sequoia Financial Advisors's Oxford Lane Capital position peaked at $116K in Q1 2020.
  • 36 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.