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Prestige Wealth Management Group’s OceanFirst Financial OCFC Stock Holding History

Prestige Wealth Management Group’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
Q3 		– Sell
-303
Closed -$8K – 627
2019
Q2 		$8K Hold
303
– – ﹤0.01% 350
2019
Q1 		$7K Sell
303
-120
-28% -$2.92K ﹤0.01% 369
2018
Q4 		$10K Buy
+423
New +$10.6K 0.01% 433

Other funds holding OCFC

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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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prestige Wealth Management Group's OCFC Position: Q3 2019 in Review

Prestige Wealth Management Group sold out of OceanFirst Financial (OCFC) in Q3 2019, closing a stake of 303 shares — an estimated $8K sold.

Prestige Wealth Management Group first reported a position in OCFC in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q4 2018. 135 funds tracked by Wall St. Rank hold OCFC as of Q3 2019.

  • Prestige Wealth Management Group reported no remaining OceanFirst Financial position as of Q3 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 303 OceanFirst Financial shares in Q3 2019, an estimated $8K.
  • Prestige Wealth Management Group first reported a position in OceanFirst Financial in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's OceanFirst Financial position peaked at $10K in Q4 2018.
  • 135 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2019.

Based on Prestige Wealth Management Group's 13F filing for Q3 2019, filed 14 Nov 2019.