Apriem Advisors’s Hope Bancorp HOPE Stock Holding History

Apriem Advisors’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
2016 Q4	–	Sell	-1,746	Closed	-$30K	–	720
2016 Q3	$30K	Buy	+1,746	New	+$28.3K	0.01%	281

Other funds holding HOPE

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apriem Advisors's HOPE Position: Q4 2016 in Review

Apriem Advisors sold out of Hope Bancorp (HOPE) in Q4 2016, closing a stake of 1,746 shares — an estimated $30K sold.

Apriem Advisors first reported a position in HOPE in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 199 funds tracked by Wall St. Rank hold HOPE as of Q4 2016.

Apriem Advisors reported no remaining Hope Bancorp position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 1,746 Hope Bancorp shares in Q4 2016, an estimated $30K.
Apriem Advisors first reported a position in Hope Bancorp in Q3 2016 and held it in 1 quarter.
Apriem Advisors's Hope Bancorp position peaked at $30K in Q3 2016.
199 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.