VFA
OXLC

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

Valeo 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
2021
Q1 		– Sell
-60
Closed -$2K – 2139
2020
Q4 		$2K Buy
+60
New +$1.48K ﹤0.01% 1532

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

Valeo Financial Advisors's OXLC Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Oxford Lane Capital (OXLC) in Q1 2021, closing a stake of 60 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in OXLC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 46 funds tracked by Wall St. Rank hold OXLC as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Oxford Lane Capital position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 60 Oxford Lane Capital shares in Q1 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Oxford Lane Capital in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Oxford Lane Capital position peaked at $2K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.