Berman Capital Advisors’s Hanmi Financial HAFC Stock Holding History

Berman Capital Advisors’s Portfolio HAFC Stock Details HAFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$6K	Hold	326	–	–	﹤0.01%	1378
2021 Q2	$6K	Hold	326	–	–	﹤0.01%	1290
2021 Q1	$6K	Hold	326	–	–	﹤0.01%	1211
2020 Q4	$3K	Hold	326	–	–	﹤0.01%	1298
2020 Q3	$2K	Hold	326	–	–	﹤0.01%	1293
2020 Q2	$3K	Sell	326 -605	-65%	-$5.95K	﹤0.01%	1139
2020 Q1	$10K	Buy	+931	New	+$14.9K	﹤0.01%	667
2019 Q4	–	Sell	-267	Closed	-$5K	–	1496
2019 Q3	$5K	Hold	267	–	–	﹤0.01%	940
2019 Q2	$5K	Hold	267	–	–	﹤0.01%	950
2019 Q1	$5K	Hold	267	–	–	﹤0.01%	864
2018 Q4	$5K	Buy	+267	New	+$5.69K	﹤0.01%	683

Other funds holding HAFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Berman Capital Advisors's HAFC Position: Q3 2021 in Review

Berman Capital Advisors held its Hanmi Financial (HAFC) position steady in Q3 2021 at 326 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Berman Capital Advisors first reported a position in HAFC in Q4 2018 and has held it in 11 quarters since. The position peaked at $10K in Q1 2020. 133 funds tracked by Wall St. Rank hold HAFC as of Q3 2021.

Berman Capital Advisors held 326 shares of Hanmi Financial worth $6K as of Q3 2021.
Berman Capital Advisors left its Hanmi Financial share count unchanged in Q3 2021.
Hanmi Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1378 holding.
Berman Capital Advisors first reported a position in Hanmi Financial in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's Hanmi Financial position peaked at $10K in Q1 2020.
133 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.