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Capital Guardian Trust’s OceanFirst Financial OCFC Stock Holding History

Capital Guardian Trust’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
-733
Closed -$21K – 444
2017
Q1 		$21K Hold
733
– – ﹤0.01% 477
2016
Q4 		$22K Hold
733
– – ﹤0.01% 511
2016
Q3 		$14K Hold
733
– – ﹤0.01% 542
2016
Q2 		$13K Buy
+733
New +$13.3K ﹤0.01% 533

Other funds holding OCFC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Guardian Trust's OCFC Position: Q2 2017 in Review

Capital Guardian Trust sold out of OceanFirst Financial (OCFC) in Q2 2017, closing a stake of 733 shares — an estimated $21K sold.

Capital Guardian Trust first reported a position in OCFC in Q2 2016 and held it in 4 quarters. The position peaked at $22K in Q4 2016. 114 funds tracked by Wall St. Rank hold OCFC as of Q2 2017.

  • Capital Guardian Trust reported no remaining OceanFirst Financial position as of Q2 2017 after selling out during the quarter.
  • Capital Guardian Trust sold 733 OceanFirst Financial shares in Q2 2017, an estimated $21K.
  • Capital Guardian Trust first reported a position in OceanFirst Financial in Q2 2016 and held it in 4 quarters.
  • Capital Guardian Trust's OceanFirst Financial position peaked at $22K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.