WWM
OXLC

Willingdon Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Willingdon Wealth Management’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
2019
Q2 		– Sell
-40
Closed -$2K – 351
2019
Q1 		$2K Buy
+40
New +$2.02K ﹤0.01% 315

Other funds holding OXLC

VEA
Virtus ETF Advisers New York $215M AUM 53.68% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 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 $79.5B AUM 27.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Willingdon Wealth Management's OXLC Position: Q2 2019 in Review

Willingdon Wealth Management sold out of Oxford Lane Capital (OXLC) in Q2 2019, closing a stake of 40 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in OXLC in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 39 funds tracked by Wall St. Rank hold OXLC as of Q2 2019.

  • Willingdon Wealth Management reported no remaining Oxford Lane Capital position as of Q2 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 40 Oxford Lane Capital shares in Q2 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Oxford Lane Capital in Q1 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Oxford Lane Capital position peaked at $2K in Q1 2019.
  • 39 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2019.

Based on Willingdon Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.