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Virtus Fund Advisers’s OceanFirst Financial OCFC Stock Holding History

Virtus Fund Advisers’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 		– Sell
-1,144
Closed -$19K – 1676
2014
Q2 		$19K Buy
+1,144
New +$19.1K ﹤0.01% 2468

Other funds holding OCFC

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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

Virtus Fund Advisers's OCFC Position: Q3 2014 in Review

Virtus Fund Advisers sold out of OceanFirst Financial (OCFC) in Q3 2014, closing a stake of 1,144 shares — an estimated $19K sold.

Virtus Fund Advisers first reported a position in OCFC in Q2 2014 and held it in 1 quarter. The position peaked at $19K in Q2 2014. 76 funds tracked by Wall St. Rank hold OCFC as of Q3 2014.

  • Virtus Fund Advisers reported no remaining OceanFirst Financial position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 1,144 OceanFirst Financial shares in Q3 2014, an estimated $19K.
  • Virtus Fund Advisers first reported a position in OceanFirst Financial in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's OceanFirst Financial position peaked at $19K in Q2 2014.
  • 76 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.