Ownership history in Advisory Services Network, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in OXFORD LANE CAP CORP (OXLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC underperformed the S&P 500 by β32.3% annually on this OXLC position. Timing score: 50% (3/6 decisions correct). Average cost basis: $10.94. Maximum drawdown during holding period: β46.2%.
β Significantly underperformed the S&P 500 by 32.3% ann.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $7.66 (2020 Q3) Β· Worst: $14.29 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size