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D.A. Davidson & Co’s Hope Bancorp HOPE Stock Holding History

D.A. Davidson & Co’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
Q2 		– Sell
-288
Closed -$4K – 2238
2015
Q1 		$4K Hold
288
– – ﹤0.01% 1941
2014
Q4 		$4K Sell
288
-10,470
-97% -$148K ﹤0.01% 1958
2014
Q3 		$156K Sell
10,758
-8
-0.1% -$120 0.01% 957
2014
Q2 		$170K Buy
10,766
+127
+1% +$2.01K 0.01% 955
2014
Q1 		$181K Buy
+10,639
New +$175K 0.01% 913

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

D.A. Davidson & Co's HOPE Position: Q2 2015 in Review

D.A. Davidson & Co sold out of Hope Bancorp (HOPE) in Q2 2015, closing a stake of 288 shares — an estimated $4K sold.

D.A. Davidson & Co first reported a position in HOPE in Q1 2014 and held it in 5 quarters. The position peaked at $181K in Q1 2014. 155 funds tracked by Wall St. Rank hold HOPE as of Q2 2015.

  • D.A. Davidson & Co reported no remaining Hope Bancorp position as of Q2 2015 after selling out during the quarter.
  • D.A. Davidson & Co sold 288 Hope Bancorp shares in Q2 2015, an estimated $4K.
  • D.A. Davidson & Co first reported a position in Hope Bancorp in Q1 2014 and held it in 5 quarters.
  • D.A. Davidson & Co's Hope Bancorp position peaked at $181K in Q1 2014.
  • 155 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2015.

Based on D.A. Davidson & Co's 13F filing for Q2 2015, filed 14 Aug 2015.