Yorktown Management & Research Company’s Oxford Lane Capital OXLC Stock Holding History

Yorktown Management & Research 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
2015 Q2	–	Sell	-4,000	Closed	-$296K	–	498
2015 Q1	$296K	Hold	4,000	–	–	0.05%	228
2014 Q4	$299K	Hold	4,000	–	–	0.06%	167
2014 Q3	$307K	Hold	4,000	–	–	0.06%	155
2014 Q2	$338K	Hold	4,000	–	–	0.06%	149
2014 Q1	$334K	Buy	+4,000	New	+$349K	0.06%	162

Other funds holding OXLC

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

TCM

Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

KFA

Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Yorktown Management & Research Company's OXLC Position: Q2 2015 in Review

Yorktown Management & Research Company sold out of Oxford Lane Capital (OXLC) in Q2 2015, closing a stake of 4,000 shares — an estimated $296K sold.

Yorktown Management & Research Company first reported a position in OXLC in Q1 2014 and held it in 5 quarters. The position peaked at $338K in Q2 2014. 32 funds tracked by Wall St. Rank hold OXLC as of Q2 2015.

Yorktown Management & Research Company reported no remaining Oxford Lane Capital position as of Q2 2015 after selling out during the quarter.
Yorktown Management & Research Company sold 4,000 Oxford Lane Capital shares in Q2 2015, an estimated $296K.
Yorktown Management & Research Company first reported a position in Oxford Lane Capital in Q1 2014 and held it in 5 quarters.
Yorktown Management & Research Company's Oxford Lane Capital position peaked at $338K in Q2 2014.
32 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2015.

Based on Yorktown Management & Research Company's 13F filing for Q2 2015, filed 22 Jul 2015.