WP
OXLC

Westend Partners’s Oxford Lane Capital OXLC Stock Holding History

Westend Partners’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
Q3 		$4K Buy
+50
New +$4K ﹤0.01% 97

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 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
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
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Westend Partners's OXLC Position: Q3 2013 in Review

Westend Partners opened a new position in Oxford Lane Capital (OXLC) in Q3 2013: 50 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #97 among its holdings.

13 funds tracked by Wall St. Rank hold OXLC as of Q3 2013.

  • Westend Partners held 50 shares of Oxford Lane Capital worth $4K as of Q3 2013.
  • Oxford Lane Capital was a new Westend Partners position in Q3 2013.
  • Oxford Lane Capital made up ﹤0.01% of Westend Partners's portfolio in Q3 2013, its #97 holding.
  • 13 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.