Valeo Financial Advisors’s OceanFirst Financial OCFC Stock Holding History

Valeo Financial Advisors’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 Q1	–	Sell	-1,001	Closed	-$23K	–	1607
2018 Q4	$23K	Hold	1,001	–	–	﹤0.01%	679
2018 Q3	$25K	Hold	1,001	–	–	﹤0.01%	707
2018 Q2	$29K	Hold	1,001	–	–	﹤0.01%	666
2018 Q1	$27K	Sell	1,001 -1,149	-53%	-$31K	﹤0.01%	634
2017 Q4	$56K	Buy	2,150 +1,001	+87%	+$27.3K	0.01%	451
2017 Q3	$32K	Buy	+1,149	New	+$29.9K	0.01%	483

Other funds holding OCFC

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

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

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

Valeo Financial Advisors's OCFC Position: Q1 2019 in Review

Valeo Financial Advisors sold out of OceanFirst Financial (OCFC) in Q1 2019, closing a stake of 1,001 shares — an estimated $23K sold.

Valeo Financial Advisors first reported a position in OCFC in Q3 2017 and held it in 6 quarters. The position peaked at $56K in Q4 2017. 138 funds tracked by Wall St. Rank hold OCFC as of Q1 2019.

Valeo Financial Advisors reported no remaining OceanFirst Financial position as of Q1 2019 after selling out during the quarter.
Valeo Financial Advisors sold 1,001 OceanFirst Financial shares in Q1 2019, an estimated $23K.
Valeo Financial Advisors first reported a position in OceanFirst Financial in Q3 2017 and held it in 6 quarters.
Valeo Financial Advisors's OceanFirst Financial position peaked at $56K in Q4 2017.
138 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.