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Chicago Trust’s Hope Bancorp HOPE Stock Holding History

Chicago Trust’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
2015
Q4 		– Sell
-16,782
Closed -$252K – 169
2015
Q3 		$252K Buy
16,782
+1,148
+7% +$17.2K 0.1% 137
2015
Q2 		$231K Buy
+15,634
New +$229K 0.08% 159

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chicago Trust's HOPE Position: Q4 2015 in Review

Chicago Trust sold out of Hope Bancorp (HOPE) in Q4 2015, closing a stake of 16,782 shares — an estimated $252K sold.

Chicago Trust first reported a position in HOPE in Q2 2015 and held it in 2 quarters. The position peaked at $252K in Q3 2015. 181 funds tracked by Wall St. Rank hold HOPE as of Q4 2015.

  • Chicago Trust reported no remaining Hope Bancorp position as of Q4 2015 after selling out during the quarter.
  • Chicago Trust sold 16,782 Hope Bancorp shares in Q4 2015, an estimated $252K.
  • Chicago Trust first reported a position in Hope Bancorp in Q2 2015 and held it in 2 quarters.
  • Chicago Trust's Hope Bancorp position peaked at $252K in Q3 2015.
  • 181 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2015.

Based on Chicago Trust's 13F filing for Q4 2015, filed 8 Jan 2016.