SXL
OXLC

Summit X LLC’s Oxford Lane Capital OXLC Stock Holding History

Summit X LLC’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
2019
Q1 		– Sell
-3,515
Closed -$169K – 251
2018
Q4 		$169K Buy
3,515
+498
+17% +$25.3K 0.1% 190
2018
Q3 		$161K Hold
3,017
– – 0.08% 211
2018
Q2 		$156K Buy
3,017
+617
+26% +$33K 0.09% 201
2018
Q1 		$121K Buy
+2,400
New +$121K 0.07% 179

Other funds holding OXLC

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit X LLC's OXLC Position: Q1 2019 in Review

Summit X LLC sold out of Oxford Lane Capital (OXLC) in Q1 2019, closing a stake of 3,515 shares — an estimated $169K sold.

Summit X LLC first reported a position in OXLC in Q1 2018 and held it in 4 quarters. The position peaked at $169K in Q4 2018. 30 funds tracked by Wall St. Rank hold OXLC as of Q1 2019.

  • Summit X LLC reported no remaining Oxford Lane Capital position as of Q1 2019 after selling out during the quarter.
  • Summit X LLC sold 3,515 Oxford Lane Capital shares in Q1 2019, an estimated $169K.
  • Summit X LLC first reported a position in Oxford Lane Capital in Q1 2018 and held it in 4 quarters.
  • Summit X LLC's Oxford Lane Capital position peaked at $169K in Q4 2018.
  • 30 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2019.

Based on Summit X LLC's 13F filing for Q1 2019, filed 13 May 2019.