Envestnet Asset Management
HAFC icon

Envestnet Asset Management’s Hanmi Financial HAFC Stock Holding History

Envestnet Asset Management’s Portfolio HAFC Stock Details HAFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-177
Closed -$5K – 1810
2018
Q2 		$5K Sell
177
-1,116
-86% -$33.1K ﹤0.01% 2639
2018
Q1 		$40K Sell
1,293
-246
-16% -$7.68K ﹤0.01% 2205
2017
Q4 		$47K Sell
1,539
-202
-12% -$6.23K ﹤0.01% 2340
2017
Q3 		$54K Sell
1,741
-420
-19% -$11.8K ﹤0.01% 2263
2017
Q2 		$62K Sell
2,161
-2
-0.1% -$57 ﹤0.01% 2289
2017
Q1 		$66K Sell
2,163
-8
-0.4% -$264 ﹤0.01% 2322
2016
Q4 		$76K Buy
2,171
+418
+24% +$12.2K ﹤0.01% 2290
2016
Q3 		$46K Buy
1,753
+469
+37% +$11.8K ﹤0.01% 2623
2016
Q2 		$30K Sell
1,284
-108
-8% -$2.48K ﹤0.01% 2883
2016
Q1 		$31K Sell
1,392
-284
-17% -$6.07K ﹤0.01% 2868
2015
Q4 		$40K Buy
+1,676
New +$42.9K ﹤0.01% 2734

Other funds holding HAFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management's HAFC Position: Q3 2018 in Review

Envestnet Asset Management sold out of Hanmi Financial (HAFC) in Q3 2018, closing a stake of 177 shares — an estimated $5K sold.

Envestnet Asset Management first reported a position in HAFC in Q4 2015 and held it in 11 quarters. The position peaked at $76K in Q4 2016. 140 funds tracked by Wall St. Rank hold HAFC as of Q3 2018.

  • Envestnet Asset Management reported no remaining Hanmi Financial position as of Q3 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 177 Hanmi Financial shares in Q3 2018, an estimated $5K.
  • Envestnet Asset Management first reported a position in Hanmi Financial in Q4 2015 and held it in 11 quarters.
  • Envestnet Asset Management's Hanmi Financial position peaked at $76K in Q4 2016.
  • 140 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.