Yorktown Management & Research Company’s OceanFirst Financial OCFC Stock Holding History

Yorktown Management & Research Company’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
2015 Q1	–	Sell	-15,000	Closed	-$257K	–	509
2014 Q4	$257K	Sell	15,000 -5,000	-25%	-$82.4K	0.05%	272
2014 Q3	$318K	Hold	20,000	–	–	0.06%	146
2014 Q2	$331K	Hold	20,000	–	–	0.06%	157
2014 Q1	$354K	Hold	20,000	–	–	0.07%	146
2013 Q4	$343K	Hold	20,000	–	–	0.07%	142
2013 Q3	$338K	Hold	20,000	–	–	0.07%	137
2013 Q2	$311K	Buy	+20,000	New	+$284K	0.07%	133

Other funds holding OCFC

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Yorktown Management & Research Company's OCFC Position: Q1 2015 in Review

Yorktown Management & Research Company sold out of OceanFirst Financial (OCFC) in Q1 2015, closing a stake of 15,000 shares — an estimated $257K sold.

Yorktown Management & Research Company first reported a position in OCFC in Q2 2013 and held it in 7 quarters. The position peaked at $354K in Q1 2014. 69 funds tracked by Wall St. Rank hold OCFC as of Q1 2015.

Yorktown Management & Research Company reported no remaining OceanFirst Financial position as of Q1 2015 after selling out during the quarter.
Yorktown Management & Research Company sold 15,000 OceanFirst Financial shares in Q1 2015, an estimated $257K.
Yorktown Management & Research Company first reported a position in OceanFirst Financial in Q2 2013 and held it in 7 quarters.
Yorktown Management & Research Company's OceanFirst Financial position peaked at $354K in Q1 2014.
69 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2015.

Based on Yorktown Management & Research Company's 13F filing for Q1 2015, filed 23 Apr 2015.