WAS
OXLC

WESPAC Advisors SoCal’s Oxford Lane Capital OXLC Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-2,060
Closed -$51K – 84
2020
Q1 		$51K Buy
+2,060
New +$79.3K 0.03% 78

Other funds holding OXLC

QGA
Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

WESPAC Advisors SoCal's OXLC Position: Q2 2020 in Review

WESPAC Advisors SoCal sold out of Oxford Lane Capital (OXLC) in Q2 2020, closing a stake of 2,060 shares — an estimated $51K sold.

WESPAC Advisors SoCal first reported a position in OXLC in Q1 2020 and held it in 1 quarter. The position peaked at $51K in Q1 2020. 36 funds tracked by Wall St. Rank hold OXLC as of Q2 2020.

  • WESPAC Advisors SoCal reported no remaining Oxford Lane Capital position as of Q2 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 2,060 Oxford Lane Capital shares in Q2 2020, an estimated $51K.
  • WESPAC Advisors SoCal first reported a position in Oxford Lane Capital in Q1 2020 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Oxford Lane Capital position peaked at $51K in Q1 2020.
  • 36 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2020, filed 17 Jul 2020.