Brick & Kyle Associates’s OceanFirst Financial OCFC Stock Holding History

Brick & Kyle Associates’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
2017 Q2	–	Sell	-500	Closed	-$14K	–	283
2017 Q1	$14K	Hold	500	–	–	0.01%	321
2016 Q4	$15K	Hold	500	–	–	0.01%	315
2016 Q3	$10K	Hold	500	–	–	0.01%	349
2016 Q2	$9K	Hold	500	–	–	0.01%	353
2016 Q1	$9K	Hold	500	–	–	0.01%	353
2015 Q4	$10K	Hold	500	–	–	0.01%	339
2015 Q3	$9K	Hold	500	–	–	0.01%	350
2015 Q2	$9K	Hold	500	–	–	0.01%	376
2015 Q1	$9K	Hold	500	–	–	0.01%	378
2014 Q4	$9K	Buy	+500	New	+$8.23K	0.01%	353

Other funds holding OCFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

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

Brick & Kyle Associates's OCFC Position: Q2 2017 in Review

Brick & Kyle Associates sold out of OceanFirst Financial (OCFC) in Q2 2017, closing a stake of 500 shares — an estimated $14K sold.

Brick & Kyle Associates first reported a position in OCFC in Q4 2014 and held it in 10 quarters. The position peaked at $15K in Q4 2016. 114 funds tracked by Wall St. Rank hold OCFC as of Q2 2017.

Brick & Kyle Associates reported no remaining OceanFirst Financial position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 500 OceanFirst Financial shares in Q2 2017, an estimated $14K.
Brick & Kyle Associates first reported a position in OceanFirst Financial in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's OceanFirst Financial position peaked at $15K in Q4 2016.
114 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.