ZIM
OCFC icon

Zacks Investment Management’s OceanFirst Financial OCFC Stock Holding History

Zacks Investment Management’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
2016
Q2 		– Sell
-54,526
Closed -$964K – 688
2016
Q1 		$964K Buy
54,526
+1
+0% +$18 0.03% 329
2015
Q4 		$1.09M Buy
54,525
+4,993
+10% +$95.8K 0.04% 281
2015
Q3 		$853K Buy
49,532
+5,063
+11% +$91.1K 0.03% 332
2015
Q2 		$829K Buy
44,469
+3,000
+7% +$51.9K 0.03% 337
2015
Q1 		$716K Buy
+41,469
New +$694K 0.02% 363
2014
Q2 		– Sell
-17,843
Closed -$316K – 727
2014
Q1 		$316K Buy
17,843
+2,939
+20% +$52K 0.01% 528
2013
Q4 		$255K Sell
14,904
-4,956
-25% -$87.7K 0.01% 598
2013
Q3 		$336K Buy
+19,860
New +$335K 0.01% 482

Other funds holding OCFC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Zacks Investment Management's OCFC Position: Q2 2016 in Review

Zacks Investment Management sold out of OceanFirst Financial (OCFC) in Q2 2016, closing a stake of 54,526 shares — an estimated $964K sold.

Zacks Investment Management first reported a position in OCFC in Q3 2013 and held it in 8 quarters. The position peaked at $1.09M in Q4 2015. 110 funds tracked by Wall St. Rank hold OCFC as of Q2 2016.

  • Zacks Investment Management reported no remaining OceanFirst Financial position as of Q2 2016 after selling out during the quarter.
  • Zacks Investment Management sold 54,526 OceanFirst Financial shares in Q2 2016, an estimated $964K.
  • Zacks Investment Management first reported a position in OceanFirst Financial in Q3 2013 and held it in 8 quarters.
  • Zacks Investment Management's OceanFirst Financial position peaked at $1.09M in Q4 2015.
  • 110 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2016.

Based on Zacks Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.