Richard C. Young & Co’s OceanFirst Financial OCFC Stock Holding History

Richard C. Young & Co’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 Q1	–	Sell	-176,891	Closed	-$5.31M	–	64
2016 Q4	$5.31M	Sell	176,891 -10,393	-6%	-$242K	1.12%	39
2016 Q3	$3.61M	Sell	187,284 -10,211	-5%	-$195K	0.78%	43
2016 Q2	$3.59M	Sell	197,495 -11,094	-5%	-$202K	0.8%	42
2016 Q1	$3.69M	Sell	208,589 -7,298	-3%	-$128K	0.83%	43
2015 Q4	$4.32M	Sell	215,887 -4,037	-2%	-$77.5K	0.98%	41
2015 Q3	$3.79M	Sell	219,924 -9,129	-4%	-$164K	0.94%	44
2015 Q2	$4.27M	Sell	229,053 -7,821	-3%	-$135K	0.96%	45
2015 Q1	$4.09M	Buy	236,874 +1,713	+0.7%	+$28.7K	0.89%	47
2014 Q4	$4.03M	Buy	235,161 +1,677	+0.7%	+$27.6K	0.85%	44
2014 Q3	$3.71M	Buy	233,484 +76,285	+49%	+$1.25M	0.8%	45
2014 Q2	$2.6M	Buy	+157,199	New	+$2.62M	0.53%	54

Other funds holding OCFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Richard C. Young & Co's OCFC Position: Q1 2017 in Review

Richard C. Young & Co sold out of OceanFirst Financial (OCFC) in Q1 2017, closing a stake of 176,891 shares — an estimated $5.31M sold.

Richard C. Young & Co first reported a position in OCFC in Q2 2014 and held it in 11 quarters. The position peaked at $5.31M in Q4 2016. 123 funds tracked by Wall St. Rank hold OCFC as of Q1 2017.

Richard C. Young & Co reported no remaining OceanFirst Financial position as of Q1 2017 after selling out during the quarter.
Richard C. Young & Co sold 176,891 OceanFirst Financial shares in Q1 2017, an estimated $5.31M.
Richard C. Young & Co first reported a position in OceanFirst Financial in Q2 2014 and held it in 11 quarters.
Richard C. Young & Co's OceanFirst Financial position peaked at $5.31M in Q4 2016.
123 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2017.

Based on Richard C. Young & Co's 13F filing for Q1 2017, filed 12 May 2017.