BTW
HOPE icon

Boston Trust Walden’s Hope Bancorp HOPE Stock Holding History

Boston Trust Walden’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
Q2 		– Sell
-597,847
Closed -$9.08M – 348
2016
Q1 		$9.08M Sell
597,847
-680,403
-53% -$10.2M 0.16% 182
2015
Q4 		$22M Sell
1,278,250
-532,054
-29% -$9.13M 0.41% 81
2015
Q3 		$27.2M Sell
1,810,304
-106,729
-6% -$1.6M 0.45% 75
2015
Q2 		$28.4M Sell
1,917,033
-96,010
-5% -$1.4M 0.43% 97
2015
Q1 		$29.1M Buy
2,013,043
+680,571
+51% +$9.34M 0.43% 103
2014
Q4 		$19.2M Buy
1,332,472
+152,590
+13% +$2.16M 0.29% 138
2014
Q3 		$17.2M Sell
1,179,882
-43,714
-4% -$658K 0.27% 151
2014
Q2 		$19.5M Sell
1,223,596
-57,342
-4% -$908K 0.28% 147
2014
Q1 		$22M Sell
1,280,938
-32,114
-2% -$528K 0.33% 134
2013
Q4 		$21.8M Sell
1,313,052
-51,151
-4% -$791K 0.32% 130
2013
Q3 		$18.8M Buy
1,364,203
+525,211
+63% +$7.56M 0.29% 145
2013
Q2 		$11.9M Buy
+838,992
New +$10.9M 0.19% 164

Other funds holding HOPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Trust Walden's HOPE Position: Q2 2016 in Review

Boston Trust Walden sold out of Hope Bancorp (HOPE) in Q2 2016, closing a stake of 597,847 shares — an estimated $9.08M sold.

Boston Trust Walden first reported a position in HOPE in Q2 2013 and held it in 12 quarters. The position peaked at $29.1M in Q1 2015. 172 funds tracked by Wall St. Rank hold HOPE as of Q2 2016.

  • Boston Trust Walden reported no remaining Hope Bancorp position as of Q2 2016 after selling out during the quarter.
  • Boston Trust Walden sold 597,847 Hope Bancorp shares in Q2 2016, an estimated $9.08M.
  • Boston Trust Walden first reported a position in Hope Bancorp in Q2 2013 and held it in 12 quarters.
  • Boston Trust Walden's Hope Bancorp position peaked at $29.1M in Q1 2015.
  • 172 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2016.

Based on Boston Trust Walden's 13F filing for Q2 2016, filed 9 Aug 2016.