BAM
OCFC icon

Bruderman Asset Management’s OceanFirst Financial OCFC Stock Holding History

Bruderman Asset Management’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
Q2 		– Sell
-1,048
Closed -$25K – 416
2019
Q1 		$25K Hold
1,048
– – 0.01% 344
2018
Q4 		$24K Buy
+1,048
New +$26.3K 0.01% 326

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Bruderman Asset Management's OCFC Position: Q2 2019 in Review

Bruderman Asset Management sold out of OceanFirst Financial (OCFC) in Q2 2019, closing a stake of 1,048 shares — an estimated $25K sold.

Bruderman Asset Management first reported a position in OCFC in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 144 funds tracked by Wall St. Rank hold OCFC as of Q2 2019.

  • Bruderman Asset Management reported no remaining OceanFirst Financial position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,048 OceanFirst Financial shares in Q2 2019, an estimated $25K.
  • Bruderman Asset Management first reported a position in OceanFirst Financial in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's OceanFirst Financial position peaked at $25K in Q1 2019.
  • 144 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.