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Advisory Research’s Hope Bancorp HOPE Stock Holding History

Advisory Research’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
2013
Q4 		– Sell
-37,160
Closed -$511K – 321
2013
Q3 		$511K Sell
37,160
-51,296
-58% -$739K 0.01% 268
2013
Q2 		$1.26M Buy
+88,456
New +$1.14M 0.01% 230

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Advisory Research's HOPE Position: Q4 2013 in Review

Advisory Research sold out of Hope Bancorp (HOPE) in Q4 2013, closing a stake of 37,160 shares — an estimated $511K sold.

Advisory Research first reported a position in HOPE in Q2 2013 and held it in 2 quarters. The position peaked at $1.26M in Q2 2013. 152 funds tracked by Wall St. Rank hold HOPE as of Q4 2013.

  • Advisory Research reported no remaining Hope Bancorp position as of Q4 2013 after selling out during the quarter.
  • Advisory Research sold 37,160 Hope Bancorp shares in Q4 2013, an estimated $511K.
  • Advisory Research first reported a position in Hope Bancorp in Q2 2013 and held it in 2 quarters.
  • Advisory Research's Hope Bancorp position peaked at $1.26M in Q2 2013.
  • 152 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2013.

Based on Advisory Research's 13F filing for Q4 2013, filed 14 Feb 2014.