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Avantax Advisory Services’s OceanFirst Financial OCFC Stock Holding History

Avantax Advisory Services’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,139
Closed -$227K – 590
2019
Q2 		$227K Sell
9,139
-755
-8% -$18.6K 0.01% 455
2019
Q1 		$238K Sell
9,894
-174
-2% -$4.23K 0.01% 417
2018
Q4 		$229K Buy
+10,068
New +$252K 0.04% 352

Other funds holding OCFC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's OCFC Position: Q3 2019 in Review

Avantax Advisory Services sold out of OceanFirst Financial (OCFC) in Q3 2019, closing a stake of 9,139 shares — an estimated $227K sold.

Avantax Advisory Services first reported a position in OCFC in Q4 2018 and held it in 3 quarters. The position peaked at $238K in Q1 2019. 135 funds tracked by Wall St. Rank hold OCFC as of Q3 2019.

  • Avantax Advisory Services reported no remaining OceanFirst Financial position as of Q3 2019 after selling out during the quarter.
  • Avantax Advisory Services sold 9,139 OceanFirst Financial shares in Q3 2019, an estimated $227K.
  • Avantax Advisory Services first reported a position in OceanFirst Financial in Q4 2018 and held it in 3 quarters.
  • Avantax Advisory Services's OceanFirst Financial position peaked at $238K in Q1 2019.
  • 135 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2019.

Based on Avantax Advisory Services's 13F filing for Q3 2019, filed 8 Nov 2019.