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WESPAC Advisors SoCal’s Oxford Square Capital OXSQ Stock Holding History

WESPAC Advisors SoCal’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,700
Closed -$31K – 85
2020
Q1 		$31K Buy
+10,700
New +$53.3K 0.02% 79

Other funds holding OXSQ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

WESPAC Advisors SoCal sold out of Oxford Square Capital (OXSQ) in Q2 2020, closing a stake of 10,700 shares — an estimated $31K sold.

WESPAC Advisors SoCal first reported a position in OXSQ in Q1 2020 and held it in 1 quarter. The position peaked at $31K in Q1 2020. 50 funds tracked by Wall St. Rank hold OXSQ as of Q2 2020.

  • WESPAC Advisors SoCal reported no remaining Oxford Square Capital position as of Q2 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 10,700 Oxford Square Capital shares in Q2 2020, an estimated $31K.
  • WESPAC Advisors SoCal first reported a position in Oxford Square Capital in Q1 2020 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Oxford Square Capital position peaked at $31K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2020.

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