ST
OSHC

Stifel Trust’s Ocean Shore Holding Co. OSHC Stock Holding History

Stifel Trust’s Portfolio OSHC Stock Details OSHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$16K Hold
1,055
– – ﹤0.01% 377
2014
Q2 		$16K Hold
1,055
– – ﹤0.01% 347
2014
Q1 		$16K Hold
1,055
– – ﹤0.01% 371
2013
Q4 		$15K Hold
1,055
– – ﹤0.01% 365
2013
Q3 		$16K Hold
1,055
– – ﹤0.01% 366
2013
Q2 		$15K Buy
+1,055
New +$15.1K ﹤0.01% 359

Other funds holding OSHC

OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return
SWITC
Stewart West Indies Trading Company Boulder, Colorado $1.16B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FG
FSI Group Cincinnati, Ohio $64K AUM 14.13% 1-Year Est. Return

Stifel Trust's OSHC Position: Q3 2014 in Review

Stifel Trust held its Ocean Shore Holding Co. (OSHC) position steady in Q3 2014 at 1,055 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Stifel Trust first reported a position in OSHC in Q2 2013 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold OSHC as of Q3 2014.

  • Stifel Trust held 1,055 shares of Ocean Shore Holding Co. worth $16K as of Q3 2014.
  • Stifel Trust left its Ocean Shore Holding Co. share count unchanged in Q3 2014.
  • Ocean Shore Holding Co. made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #377 holding.
  • Stifel Trust first reported a position in Ocean Shore Holding Co. in Q2 2013 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held Ocean Shore Holding Co. as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.