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Advisors Asset Management’s Hope Bancorp HOPE Stock Holding History

Advisors Asset Management’s Portfolio HOPE Stock Details HOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,436
Closed -$39K – 1806
2014
Q2 		$39K Sell
2,436
-389
-14% -$6.16K ﹤0.01% 1706
2014
Q1 		$48K Sell
2,825
-2,369
-46% -$38.9K ﹤0.01% 1642
2013
Q4 		$86K Sell
5,194
-3,636
-41% -$56.2K ﹤0.01% 1463
2013
Q3 		$122K Buy
8,830
+3,260
+59% +$46.9K ﹤0.01% 1282
2013
Q2 		$79K Buy
+5,570
New +$72.1K ﹤0.01% 1379

Other funds holding HOPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Advisors Asset Management's HOPE Position: Q3 2014 in Review

Advisors Asset Management sold out of Hope Bancorp (HOPE) in Q3 2014, closing a stake of 2,436 shares — an estimated $39K sold.

Advisors Asset Management first reported a position in HOPE in Q2 2013 and held it in 5 quarters. The position peaked at $122K in Q3 2013. 167 funds tracked by Wall St. Rank hold HOPE as of Q3 2014.

  • Advisors Asset Management reported no remaining Hope Bancorp position as of Q3 2014 after selling out during the quarter.
  • Advisors Asset Management sold 2,436 Hope Bancorp shares in Q3 2014, an estimated $39K.
  • Advisors Asset Management first reported a position in Hope Bancorp in Q2 2013 and held it in 5 quarters.
  • Advisors Asset Management's Hope Bancorp position peaked at $122K in Q3 2013.
  • 167 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2014.

Based on Advisors Asset Management's 13F filing for Q3 2014, filed 13 Nov 2014.