EWP
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Edmunds White Partners’s Hope Bancorp HOPE Stock Holding History

Edmunds White Partners’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
2014
Q3 		– Sell
-47,561
Closed -$759K – 51
2014
Q2 		$759K Buy
+47,561
New +$753K 1.28% 25

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Edmunds White Partners's HOPE Position: Q3 2014 in Review

Edmunds White Partners sold out of Hope Bancorp (HOPE) in Q3 2014, closing a stake of 47,561 shares — an estimated $759K sold.

Edmunds White Partners first reported a position in HOPE in Q2 2014 and held it in 1 quarter. The position peaked at $759K in Q2 2014. 167 funds tracked by Wall St. Rank hold HOPE as of Q3 2014.

  • Edmunds White Partners reported no remaining Hope Bancorp position as of Q3 2014 after selling out during the quarter.
  • Edmunds White Partners sold 47,561 Hope Bancorp shares in Q3 2014, an estimated $759K.
  • Edmunds White Partners first reported a position in Hope Bancorp in Q2 2014 and held it in 1 quarter.
  • Edmunds White Partners's Hope Bancorp position peaked at $759K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.