Ladenburg Thalmann Financial Services’s OceanFirst Financial OCFC Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$59K	Hold	2,295	–	–	﹤0.01%	3404
2019 Q3	$54K	Sell	2,295 -300	-12%	-$6.98K	﹤0.01%	3394
2019 Q2	$64K	Hold	2,595	–	–	﹤0.01%	3290
2019 Q1	$62K	Buy	2,595 +140	+6%	+$3.4K	﹤0.01%	3258
2018 Q4	$56K	Sell	2,455 -97	-4%	-$2.43K	﹤0.01%	3174
2018 Q3	$69K	Buy	2,552 +257	+11%	+$7.51K	﹤0.01%	3111
2018 Q2	$61K	Hold	2,295	–	–	﹤0.01%	3123
2018 Q1	$61K	Buy	2,295 +440	+24%	+$11.9K	﹤0.01%	3123
2017 Q4	$49K	Buy	+1,855	New	+$50.5K	﹤0.01%	3230

Other funds holding OCFC

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's OCFC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its OceanFirst Financial (OCFC) position steady in Q4 2019 at 2,295 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3404.

Ladenburg Thalmann Financial Services first reported a position in OCFC in Q4 2017 and has held it in 9 quarters since. The position peaked at $69K in Q3 2018. 143 funds tracked by Wall St. Rank hold OCFC as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,295 shares of OceanFirst Financial worth $59K as of Q4 2019.
Ladenburg Thalmann Financial Services left its OceanFirst Financial share count unchanged in Q4 2019.
OceanFirst Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3404 holding.
Ladenburg Thalmann Financial Services first reported a position in OceanFirst Financial in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's OceanFirst Financial position peaked at $69K in Q3 2018.
143 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.