First Citizens Bank & Trust’s Hope Bancorp HOPE Stock Holding History

First Citizens Bank & 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
2017 Q2	–	Sell	-12,420	Closed	-$238K	–	455
2017 Q1	$238K	Sell	12,420 -1,048	-8%	-$22K	0.03%	418
2016 Q4	$295K	Sell	13,468 -6,032	-31%	-$114K	0.03%	345
2016 Q3	$339K	Sell	19,500 -6,620	-25%	-$107K	0.03%	369
2016 Q2	$390K	Sell	26,120 -2,614	-9%	-$40.5K	0.03%	342
2016 Q1	$436K	Sell	28,734 -21,368	-43%	-$320K	0.04%	299
2015 Q4	$863K	Buy	+50,102	New	+$860K	0.06%	223

Other funds holding HOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

First Citizens Bank & Trust's HOPE Position: Q2 2017 in Review

First Citizens Bank & Trust sold out of Hope Bancorp (HOPE) in Q2 2017, closing a stake of 12,420 shares — an estimated $238K sold.

First Citizens Bank & Trust first reported a position in HOPE in Q4 2015 and held it in 6 quarters. The position peaked at $863K in Q4 2015. 185 funds tracked by Wall St. Rank hold HOPE as of Q2 2017.

First Citizens Bank & Trust reported no remaining Hope Bancorp position as of Q2 2017 after selling out during the quarter.
First Citizens Bank & Trust sold 12,420 Hope Bancorp shares in Q2 2017, an estimated $238K.
First Citizens Bank & Trust first reported a position in Hope Bancorp in Q4 2015 and held it in 6 quarters.
First Citizens Bank & Trust's Hope Bancorp position peaked at $863K in Q4 2015.
185 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2017.

Based on First Citizens Bank & Trust's 13F filing for Q2 2017, filed 24 Jul 2017.