BBPWM
OSHC

Blue Bell Private Wealth Management’s Ocean Shore Holding Co. OSHC Stock Holding History

Blue Bell Private Wealth Management’s Portfolio OSHC Stock Details OSHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,595
Closed -$150K – 423
2016
Q3 		$150K Hold
6,595
– – 0.09% 111
2016
Q2 		$112K Hold
6,595
– – 0.07% 125
2016
Q1 		$116K Hold
6,595
– – 0.08% 133
2015
Q4 		$113K Hold
6,595
– – 0.08% 139
2015
Q3 		$106K Hold
6,595
– – 0.07% 138
2015
Q2 		$98K Hold
6,595
– – 0.06% 145
2015
Q1 		$97K Hold
6,595
– – 0.06% 147
2014
Q4 		$94K Hold
6,595
– – 0.05% 162
2014
Q3 		$95K Buy
6,595
+3,957
+150% +$57.5K 0.06% 164
2014
Q2 		$39K Sell
2,638
-3,957
-60% -$58.1K 0.02% 251
2014
Q1 		$94K Hold
6,595
– – 0.06% 136
2013
Q4 		$90K Buy
+6,595
New +$93K 0.07% 137

Blue Bell Private Wealth Management's OSHC Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Ocean Shore Holding Co. (OSHC) in Q4 2016, closing a stake of 6,595 shares — an estimated $150K sold.

Blue Bell Private Wealth Management first reported a position in OSHC in Q4 2013 and held it in 12 quarters. The position peaked at $150K in Q3 2016. 0 funds tracked by Wall St. Rank hold OSHC as of Q4 2016.

  • Blue Bell Private Wealth Management reported no remaining Ocean Shore Holding Co. position as of Q4 2016 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 6,595 Ocean Shore Holding Co. shares in Q4 2016, an estimated $150K.
  • Blue Bell Private Wealth Management first reported a position in Ocean Shore Holding Co. in Q4 2013 and held it in 12 quarters.
  • Blue Bell Private Wealth Management's Ocean Shore Holding Co. position peaked at $150K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Ocean Shore Holding Co. as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.