SMG
OXLC

Spectrum Management Group’s Oxford Lane Capital OXLC Stock Holding History

Spectrum Management Group’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
2022
Q3 		$4K Hold
150
– – ﹤0.01% 219
2022
Q2 		$4K Buy
150
+30
+25% +$984 ﹤0.01% 221
2022
Q1 		$4K Hold
120
– – ﹤0.01% 297
2021
Q4 		$5K Buy
+120
New +$4.67K ﹤0.01% 289

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

Spectrum Management Group's OXLC Position: Q3 2022 in Review

Spectrum Management Group held its Oxford Lane Capital (OXLC) position steady in Q3 2022 at 150 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Spectrum Management Group first reported a position in OXLC in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q4 2021. 73 funds tracked by Wall St. Rank hold OXLC as of Q3 2022.

  • Spectrum Management Group held 150 shares of Oxford Lane Capital worth $4K as of Q3 2022.
  • Spectrum Management Group left its Oxford Lane Capital share count unchanged in Q3 2022.
  • Oxford Lane Capital made up ﹤0.01% of Spectrum Management Group's portfolio in Q3 2022, its #219 holding.
  • Spectrum Management Group first reported a position in Oxford Lane Capital in Q4 2021 and has held it in 4 quarters since.
  • Spectrum Management Group's Oxford Lane Capital position peaked at $5K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.