Capstone Asset Management’s Hope Bancorp HOPE Stock Holding History

Capstone Asset Management’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
2017 Q2	$437K	Sell	23,419 -2,410	-9%	-$44.7K	0.01%	989
2017 Q1	$495K	Sell	25,829 -4,260	-14%	-$89.5K	0.01%	918
2016 Q4	$659K	Sell	30,089 -8,910	-23%	-$168K	0.02%	763
2016 Q3	$677K	Buy	38,999 +13,439	+53%	+$218K	0.02%	764
2016 Q2	$381K	Buy	25,560 +1,330	+5%	+$20.6K	0.01%	1143
2016 Q1	$368K	Sell	24,230 -1,500	-6%	-$22.4K	0.01%	1123
2015 Q4	$443K	Buy	25,730 +590	+2%	+$10.1K	0.01%	1000
2015 Q3	$378K	Buy	25,140 +40	+0.2%	+$598	0.01%	1093
2015 Q2	$371K	Sell	25,100 -12,400	-33%	-$181K	0.01%	1174
2015 Q1	$543K	Buy	37,500 +420	+1%	+$5.77K	0.02%	1024
2014 Q4	$533K	Sell	37,080 -14,230	-28%	-$201K	0.02%	1008
2014 Q3	$749K	Buy	51,310 +720	+1%	+$10.8K	0.03%	745
2014 Q2	$807K	Buy	50,590 +3,152	+7%	+$49.9K	0.03%	735
2014 Q1	$813K	Sell	47,438 -1,420	-3%	-$23.3K	0.02%	702
2013 Q4	$811K	Sell	48,858 -4,330	-8%	-$66.9K	0.02%	765
2013 Q3	$731K	Buy	53,188 +1,230	+2%	+$17.7K	0.02%	1008
2013 Q2	$739K	Buy	+51,958	New	+$672K	0.02%	907

Other funds holding HOPE

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capstone Asset Management's HOPE Position: Q2 2017 in Review

Capstone Asset Management reduced its Hope Bancorp (HOPE) stake by 9.3% in Q2 2017, selling an estimated $44.7K and leaving 23,419 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #989.

Capstone Asset Management first reported a position in HOPE in Q2 2013 and has held it in 17 quarters since. The position peaked at $813K in Q1 2014. 185 funds tracked by Wall St. Rank hold HOPE as of Q2 2017.

Capstone Asset Management held 23,419 shares of Hope Bancorp worth $437K as of Q2 2017.
Capstone Asset Management sold 2,410 Hope Bancorp shares in Q2 2017, an estimated $44.7K.
Hope Bancorp made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #989 holding.
Capstone Asset Management first reported a position in Hope Bancorp in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Hope Bancorp position peaked at $813K in Q1 2014.
185 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.