B. Riley Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History

B. Riley Wealth Advisors’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
2015 Q1	–	Sell	-1,884	Closed	-$32	–	1513
2014 Q4	$32	Buy	+1,884	New	+$31K	﹤0.01%	2332
2014 Q3	–	Sell	-1,884	Closed	-$31.2K	–	1474
2014 Q2	$31.2K	Buy	+1,884	New	+$31.4K	0.01%	1247

Other funds holding OCFC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

B. Riley Wealth Advisors's OCFC Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of OceanFirst Financial (OCFC) in Q1 2015, closing a stake of 1,884 shares — an estimated $32 sold.

B. Riley Wealth Advisors first reported a position in OCFC in Q2 2014 and held it in 2 quarters. The position peaked at $31.2K in Q2 2014. 69 funds tracked by Wall St. Rank hold OCFC as of Q1 2015.

B. Riley Wealth Advisors reported no remaining OceanFirst Financial position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,884 OceanFirst Financial shares in Q1 2015, an estimated $32.
B. Riley Wealth Advisors first reported a position in OceanFirst Financial in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's OceanFirst Financial position peaked at $31.2K in Q2 2014.
69 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.