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First Mercantile Trust’s Hope Bancorp HOPE Stock Holding History

First Mercantile 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
2019
Q4 		– Sell
-1,745
Closed -$25K – 878
2019
Q3 		$25K Hold
1,745
– – ﹤0.01% 869
2019
Q2 		$24K Sell
1,745
-435
-20% -$5.93K ﹤0.01% 805
2019
Q1 		$29K Sell
2,180
-750
-26% -$10.5K 0.01% 819
2018
Q4 		$35K Sell
2,930
-3,570
-55% -$51.1K 0.01% 814
2018
Q3 		$105K Sell
6,500
-95
-1% -$1.65K 0.02% 688
2018
Q2 		$118K Buy
6,595
+235
+4% +$4.25K 0.02% 679
2018
Q1 		$116K Hold
6,360
– – 0.02% 646
2017
Q4 		$116K Buy
6,360
+70
+1% +$1.27K 0.02% 682
2017
Q3 		$111K Sell
6,290
-140
-2% -$2.39K 0.02% 695
2017
Q2 		$120K Sell
6,430
-110
-2% -$2.04K 0.02% 691
2017
Q1 		$125K Sell
6,540
-390
-6% -$8.19K 0.02% 694
2016
Q4 		$152K Buy
6,930
+80
+1% +$1.51K 0.02% 649
2016
Q3 		$119K Buy
+6,850
New +$111K 0.02% 695
2014
Q2 		– Sell
-4,552
Closed -$78K – 1229
2014
Q1 		$78K Buy
+4,552
New +$74.8K 0.01% 946

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Mercantile Trust's HOPE Position: Q4 2019 in Review

First Mercantile Trust sold out of Hope Bancorp (HOPE) in Q4 2019, closing a stake of 1,745 shares — an estimated $25K sold.

First Mercantile Trust first reported a position in HOPE in Q1 2014 and held it in 14 quarters. The position peaked at $152K in Q4 2016. 217 funds tracked by Wall St. Rank hold HOPE as of Q4 2019.

  • First Mercantile Trust reported no remaining Hope Bancorp position as of Q4 2019 after selling out during the quarter.
  • First Mercantile Trust sold 1,745 Hope Bancorp shares in Q4 2019, an estimated $25K.
  • First Mercantile Trust first reported a position in Hope Bancorp in Q1 2014 and held it in 14 quarters.
  • First Mercantile Trust's Hope Bancorp position peaked at $152K in Q4 2016.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2019.

Based on First Mercantile Trust's 13F filing for Q4 2019, filed 31 Jan 2020.