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Phocas Financial Corp’s OceanFirst Financial OCFC Stock Holding History

Phocas Financial Corp’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
2014
Q4 		– Sell
-170,627
Closed -$2.71M – 255
2014
Q3 		$2.71M Buy
170,627
+5,060
+3% +$83.2K 0.24% 162
2014
Q2 		$2.74M Buy
165,567
+21,337
+15% +$356K 0.24% 162
2014
Q1 		$2.55M Buy
+144,230
New +$2.55M 0.25% 152

Other funds holding OCFC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Phocas Financial Corp's OCFC Position: Q4 2014 in Review

Phocas Financial Corp sold out of OceanFirst Financial (OCFC) in Q4 2014, closing a stake of 170,627 shares — an estimated $2.71M sold.

Phocas Financial Corp first reported a position in OCFC in Q1 2014 and held it in 3 quarters. The position peaked at $2.74M in Q2 2014. 71 funds tracked by Wall St. Rank hold OCFC as of Q4 2014.

  • Phocas Financial Corp reported no remaining OceanFirst Financial position as of Q4 2014 after selling out during the quarter.
  • Phocas Financial Corp sold 170,627 OceanFirst Financial shares in Q4 2014, an estimated $2.71M.
  • Phocas Financial Corp first reported a position in OceanFirst Financial in Q1 2014 and held it in 3 quarters.
  • Phocas Financial Corp's OceanFirst Financial position peaked at $2.74M in Q2 2014.
  • 71 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2014.

Based on Phocas Financial Corp's 13F filing for Q4 2014, filed 12 Feb 2015.