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BHF Kleinwort Benson Group’s Hope Bancorp HOPE Stock Holding History

BHF Kleinwort Benson Group’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
Q1 		$956K Buy
62,933
+21,472
+52% +$321K 0.03% 275
2015
Q4 		$714K Buy
41,461
+16,252
+64% +$279K 0.02% 315
2015
Q3 		$379K Buy
+25,209
New +$377K 0.01% 261

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

BHF Kleinwort Benson Group's HOPE Position: Q1 2016 in Review

BHF Kleinwort Benson Group increased its Hope Bancorp (HOPE) stake by 52% in Q1 2016, buying an estimated $321K and bringing the position to 62,933 shares worth $956K. The position accounts for 0.03% of the portfolio, ranked #275.

BHF Kleinwort Benson Group first reported a position in HOPE in Q3 2015 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold HOPE as of Q1 2016.

  • BHF Kleinwort Benson Group held 62,933 shares of Hope Bancorp worth $956K as of Q1 2016.
  • BHF Kleinwort Benson Group bought 21,472 Hope Bancorp shares in Q1 2016, an estimated $321K.
  • Hope Bancorp made up 0.03% of BHF Kleinwort Benson Group's portfolio in Q1 2016, its #275 holding.
  • BHF Kleinwort Benson Group first reported a position in Hope Bancorp in Q3 2015 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.