William Blair & Company
OXLC

William Blair & Company’s Oxford Lane Capital OXLC Stock Holding History

William Blair & Company’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
2018
Q4 		– Sell
-37,151
Closed -$1.97M – 1755
2018
Q3 		$1.97M Buy
37,151
+1,500
+4% +$82.1K 0.01% 558
2018
Q2 		$1.86M Buy
+35,651
New +$1.91M 0.01% 572
2017
Q4 		– Sell
-37,001
Closed -$1.89M – 1426
2017
Q3 		$1.89M Buy
37,001
+660
+2% +$34.7K 0.01% 567
2017
Q2 		$1.8M Buy
+36,341
New +$1.95M 0.01% 591

Other funds holding OXLC

SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

William Blair & Company's OXLC Position: Q4 2018 in Review

William Blair & Company sold out of Oxford Lane Capital (OXLC) in Q4 2018, closing a stake of 37,151 shares — an estimated $1.97M sold.

William Blair & Company first reported a position in OXLC in Q2 2017 and held it in 4 quarters. The position peaked at $1.97M in Q3 2018. 34 funds tracked by Wall St. Rank hold OXLC as of Q4 2018.

  • William Blair & Company reported no remaining Oxford Lane Capital position as of Q4 2018 after selling out during the quarter.
  • William Blair & Company sold 37,151 Oxford Lane Capital shares in Q4 2018, an estimated $1.97M.
  • William Blair & Company first reported a position in Oxford Lane Capital in Q2 2017 and held it in 4 quarters.
  • William Blair & Company's Oxford Lane Capital position peaked at $1.97M in Q3 2018.
  • 34 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2018.

Based on William Blair & Company's 13F filing for Q4 2018, filed 14 Feb 2019.