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GW Henssler & Associates’s OceanFirst Financial OCFC Stock Holding History

GW Henssler & 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
2020
Q2 		– Sell
-18,926
Closed -$301K – 221
2020
Q1 		$301K Sell
18,926
-597
-3% -$12.6K 0.03% 146
2019
Q4 		$499K Buy
19,523
+3,623
+23% +$87.2K 0.04% 129
2019
Q3 		$375K Sell
15,900
-2,100
-12% -$48.8K 0.03% 133
2019
Q2 		$447K Buy
+18,000
New +$443K 0.04% 128

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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

GW Henssler & Associates's OCFC Position: Q2 2020 in Review

GW Henssler & Associates sold out of OceanFirst Financial (OCFC) in Q2 2020, closing a stake of 18,926 shares — an estimated $301K sold.

GW Henssler & Associates first reported a position in OCFC in Q2 2019 and held it in 4 quarters. The position peaked at $499K in Q4 2019. 146 funds tracked by Wall St. Rank hold OCFC as of Q2 2020.

  • GW Henssler & Associates reported no remaining OceanFirst Financial position as of Q2 2020 after selling out during the quarter.
  • GW Henssler & Associates sold 18,926 OceanFirst Financial shares in Q2 2020, an estimated $301K.
  • GW Henssler & Associates first reported a position in OceanFirst Financial in Q2 2019 and held it in 4 quarters.
  • GW Henssler & Associates's OceanFirst Financial position peaked at $499K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2020.

Based on GW Henssler & Associates's 13F filing for Q2 2020, filed 21 Jul 2020.