WEC
OXLC

Winslow Evans & Crocker’s Oxford Lane Capital OXLC Stock Holding History

Winslow Evans & Crocker’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
Q4 		$2K Sell
90
-90
-50% -$2.22K ﹤0.01% 1234
2020
Q3 		$4K Hold
180
– – ﹤0.01% 918
2020
Q2 		$4K Hold
180
– – ﹤0.01% 930
2020
Q1 		$4K Sell
180
-160
-47% -$6.16K ﹤0.01% 915
2019
Q4 		$14K Hold
340
– – ﹤0.01% 743
2019
Q3 		$16K Buy
340
+40
+13% +$2.02K ﹤0.01% 699
2019
Q2 		$16K Buy
300
+50
+20% +$2.6K ﹤0.01% 720
2019
Q1 		$14K Sell
250
-50
-17% -$2.52K ﹤0.01% 745
2018
Q4 		$16K Sell
300
-160
-35% -$8.12K 0.01% 668
2018
Q3 		$26K Buy
460
+65
+16% +$3.56K 0.01% 616
2018
Q2 		$22K Sell
395
-30
-7% -$1.61K 0.01% 660
2018
Q1 		$21.5K Buy
425
+20
+5% +$1.01K 0.01% 633
2017
Q4 		$20.4K Sell
405
-55
-12% -$2.83K 0.01% 652
2017
Q3 		$23.5K Sell
460
-441
-49% -$23.2K 0.01% 623
2017
Q2 		$44.6K Buy
901
+60
+7% +$3.22K 0.01% 574
2017
Q1 		$46.8K Buy
+841
New +$46.5K 0.01% 547

Other funds holding OXLC

EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winslow Evans & Crocker's OXLC Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Oxford Lane Capital (OXLC) stake by 50% in Q4 2020, selling an estimated $2.22K and leaving 90 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Winslow Evans & Crocker first reported a position in OXLC in Q1 2017 and has held it in 16 quarters since. The position peaked at $46.8K in Q1 2017. 51 funds tracked by Wall St. Rank hold OXLC as of Q4 2020.

  • Winslow Evans & Crocker held 90 shares of Oxford Lane Capital worth $2K as of Q4 2020.
  • Winslow Evans & Crocker sold 90 Oxford Lane Capital shares in Q4 2020, an estimated $2.22K.
  • Oxford Lane Capital made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1234 holding.
  • Winslow Evans & Crocker first reported a position in Oxford Lane Capital in Q1 2017 and has held it in 16 quarters since.
  • Winslow Evans & Crocker's Oxford Lane Capital position peaked at $46.8K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.