VFS
OXLC

VSR Financial Services’s Oxford Lane Capital OXLC Stock Holding History

VSR Financial Services’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
2013
Q4 		– Sell
-5,450
Closed -$418K – 588
2013
Q3 		$418K Buy
5,450
+575
+12% +$46K 0.07% 319
2013
Q2 		$403K Buy
+4,875
New +$404K 0.08% 299

Other funds holding OXLC

KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

VSR Financial Services's OXLC Position: Q4 2013 in Review

VSR Financial Services sold out of Oxford Lane Capital (OXLC) in Q4 2013, closing a stake of 5,450 shares — an estimated $418K sold.

VSR Financial Services first reported a position in OXLC in Q2 2013 and held it in 2 quarters. The position peaked at $418K in Q3 2013. 14 funds tracked by Wall St. Rank hold OXLC as of Q4 2013.

  • VSR Financial Services reported no remaining Oxford Lane Capital position as of Q4 2013 after selling out during the quarter.
  • VSR Financial Services sold 5,450 Oxford Lane Capital shares in Q4 2013, an estimated $418K.
  • VSR Financial Services first reported a position in Oxford Lane Capital in Q2 2013 and held it in 2 quarters.
  • VSR Financial Services's Oxford Lane Capital position peaked at $418K in Q3 2013.
  • 14 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2013.

Based on VSR Financial Services's 13F filing for Q4 2013, filed 7 Feb 2014.