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Dean Investment Associates’s Hope Bancorp HOPE Stock Holding History

Dean Investment Associates’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
Q1 		– Sell
-295,683
Closed -$6.47M – 204
2016
Q4 		$6.47M Buy
295,683
+8,220
+3% +$155K 1.11% 14
2016
Q3 		$4.99M Buy
287,463
+7,600
+3% +$123K 0.93% 33
2016
Q2 		$4.18M Buy
279,863
+51,950
+23% +$805K 0.82% 53
2016
Q1 		$3.46M Buy
227,913
+1,540
+0.7% +$23K 0.71% 62
2015
Q4 		$3.9M Buy
226,373
+6,695
+3% +$115K 0.86% 44
2015
Q3 		$3.3M Buy
219,678
+116,890
+114% +$1.75M 0.74% 53
2015
Q2 		$1.52M Buy
102,788
+3,400
+3% +$49.7K 0.34% 115
2015
Q1 		$1.44M Sell
99,388
-50,150
-34% -$688K 0.33% 105
2014
Q4 		$2.15M Buy
149,538
+13,812
+10% +$195K 0.5% 76
2014
Q3 		$1.98M Buy
135,726
+70,070
+107% +$1.05M 0.48% 74
2014
Q2 		$1.05M Sell
65,656
-5,750
-8% -$91K 0.24% 117
2014
Q1 		$1.22M Hold
71,406
– – 0.29% 107
2013
Q4 		$1.19M Sell
71,406
-207
-0.3% -$3.2K 0.28% 116
2013
Q3 		$985K Buy
71,613
+8,595
+14% +$124K 0.26% 125
2013
Q2 		$896K Buy
+63,018
New +$815K 0.26% 126

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Dean Investment Associates's HOPE Position: Q1 2017 in Review

Dean Investment Associates sold out of Hope Bancorp (HOPE) in Q1 2017, closing a stake of 295,683 shares — an estimated $6.47M sold.

Dean Investment Associates first reported a position in HOPE in Q2 2013 and held it in 15 quarters. The position peaked at $6.47M in Q4 2016. 194 funds tracked by Wall St. Rank hold HOPE as of Q1 2017.

  • Dean Investment Associates reported no remaining Hope Bancorp position as of Q1 2017 after selling out during the quarter.
  • Dean Investment Associates sold 295,683 Hope Bancorp shares in Q1 2017, an estimated $6.47M.
  • Dean Investment Associates first reported a position in Hope Bancorp in Q2 2013 and held it in 15 quarters.
  • Dean Investment Associates's Hope Bancorp position peaked at $6.47M in Q4 2016.
  • 194 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2017.

Based on Dean Investment Associates's 13F filing for Q1 2017, filed 9 May 2017.