Capstone Investment Advisors
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Capstone Investment Advisors’s Hope Bancorp HOPE Stock Holding History

Capstone Investment 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
2017
Q2 		– Sell
-42,820
Closed -$820K – 757
2017
Q1 		$820K Buy
+42,820
New +$899K 0.02% 473

Other funds holding HOPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capstone Investment Advisors's HOPE Position: Q2 2017 in Review

Capstone Investment Advisors sold out of Hope Bancorp (HOPE) in Q2 2017, closing a stake of 42,820 shares — an estimated $820K sold.

Capstone Investment Advisors first reported a position in HOPE in Q1 2017 and held it in 1 quarter. The position peaked at $820K in Q1 2017. 185 funds tracked by Wall St. Rank hold HOPE as of Q2 2017.

  • Capstone Investment Advisors reported no remaining Hope Bancorp position as of Q2 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 42,820 Hope Bancorp shares in Q2 2017, an estimated $820K.
  • Capstone Investment Advisors first reported a position in Hope Bancorp in Q1 2017 and held it in 1 quarter.
  • Capstone Investment Advisors's Hope Bancorp position peaked at $820K in Q1 2017.
  • 185 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2017.

Based on Capstone Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.