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Steward Partners Investment Advisory’s OceanFirst Financial OCFC Stock Holding History

Steward Partners Investment Advisory’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
-600
Closed -$14K – 2721
2019
Q2 		$14K Buy
+600
New +$14.8K ﹤0.01% 1843

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ECA
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Renaissance Technologies
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Brown Advisory
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State Street
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Steward Partners Investment Advisory's OCFC Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of OceanFirst Financial (OCFC) in Q3 2019, closing a stake of 600 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in OCFC in Q2 2019 and held it in 1 quarter. The position peaked at $14K in Q2 2019. 135 funds tracked by Wall St. Rank hold OCFC as of Q3 2019.

  • Steward Partners Investment Advisory reported no remaining OceanFirst Financial position as of Q3 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 600 OceanFirst Financial shares in Q3 2019, an estimated $14K.
  • Steward Partners Investment Advisory first reported a position in OceanFirst Financial in Q2 2019 and held it in 1 quarter.
  • Steward Partners Investment Advisory's OceanFirst Financial position peaked at $14K in Q2 2019.
  • 135 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.