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UBS’s OceanFirst Financial OCFC Stock Holding History

UBS’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
Q3 		$3K Sell
200
-1,780
-90% -$29.3K ﹤0.01% 9800
2014
Q2 		$32K Buy
1,980
+1,599
+420% +$26.7K ﹤0.01% 7462
2014
Q1 		$7K Sell
381
-251
-40% -$4.44K ﹤0.01% 9251
2013
Q4 		$11K Buy
+632
New +$11.2K ﹤0.01% 8885
2013
Q3 		– Sell
-2,810
Closed -$44K – 10606
2013
Q2 		$44K Buy
+2,810
New +$39.9K ﹤0.01% 6887

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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

UBS's OCFC Position: Q3 2014 in Review

UBS reduced its OceanFirst Financial (OCFC) stake by 90% in Q3 2014, selling an estimated $29.3K and leaving 200 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #9800.

UBS first reported a position in OCFC in Q2 2013 and has held it in 5 quarters since. The position peaked at $44K in Q2 2013. 76 funds tracked by Wall St. Rank hold OCFC as of Q3 2014.

  • UBS held 200 shares of OceanFirst Financial worth $3K as of Q3 2014.
  • UBS sold 1,780 OceanFirst Financial shares in Q3 2014, an estimated $29.3K.
  • OceanFirst Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9800 holding.
  • UBS first reported a position in OceanFirst Financial in Q2 2013 and has held it in 5 quarters since.
  • UBS's OceanFirst Financial position peaked at $44K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.