Wedbush Securities’s OceanFirst Financial OCFC Stock Holding History

Wedbush Securities’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
2018 Q1	–	Sell	-8,126	Closed	-$213K	–	873
2017 Q4	$213K	Sell	8,126 -4,368	-35%	-$119K	0.03%	692
2017 Q3	$343K	Buy	12,494 +200	+2%	+$5.21K	0.04%	503
2017 Q2	$333K	Hold	12,294	–	–	0.04%	511
2017 Q1	$346K	Sell	12,294 -1,966	-14%	-$57.2K	0.05%	483
2016 Q4	$428K	Buy	+14,260	New	+$332K	0.06%	380

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FCM

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

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

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

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

ECA

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

Wedbush Securities's OCFC Position: Q1 2018 in Review

Wedbush Securities sold out of OceanFirst Financial (OCFC) in Q1 2018, closing a stake of 8,126 shares — an estimated $213K sold.

Wedbush Securities first reported a position in OCFC in Q4 2016 and held it in 5 quarters. The position peaked at $428K in Q4 2016. 137 funds tracked by Wall St. Rank hold OCFC as of Q1 2018.

Wedbush Securities reported no remaining OceanFirst Financial position as of Q1 2018 after selling out during the quarter.
Wedbush Securities sold 8,126 OceanFirst Financial shares in Q1 2018, an estimated $213K.
Wedbush Securities first reported a position in OceanFirst Financial in Q4 2016 and held it in 5 quarters.
Wedbush Securities's OceanFirst Financial position peaked at $428K in Q4 2016.
137 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2018.

Based on Wedbush Securities's 13F filing for Q1 2018, filed 1 May 2018.