SkyOak Wealth’s Oxford Lane Capital OXLC Stock Holding History

SkyOak Wealth’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	-4,649	Closed	-$190K	–	269
2019 Q4	$190K	Buy	+4,649	New	+$207K	0.06%	295

Other funds holding OXLC

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

SkyOak Wealth's OXLC Position: Q1 2020 in Review

SkyOak Wealth sold out of Oxford Lane Capital (OXLC) in Q1 2020, closing a stake of 4,649 shares — an estimated $190K sold.

SkyOak Wealth first reported a position in OXLC in Q4 2019 and held it in 1 quarter. The position peaked at $190K in Q4 2019. 38 funds tracked by Wall St. Rank hold OXLC as of Q1 2020.

SkyOak Wealth reported no remaining Oxford Lane Capital position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 4,649 Oxford Lane Capital shares in Q1 2020, an estimated $190K.
SkyOak Wealth first reported a position in Oxford Lane Capital in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Oxford Lane Capital position peaked at $190K in Q4 2019.
38 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.