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Golden State Wealth Management’s Hanmi Financial HAFC Stock Holding History

Golden State Wealth 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
2019
Q2 		– Sell
-947
Closed -$20K – 1105
2019
Q1 		$20K Buy
+947
New +$20.6K 0.01% 625

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Golden State Wealth Management's HAFC Position: Q2 2019 in Review

Golden State Wealth Management sold out of Hanmi Financial (HAFC) in Q2 2019, closing a stake of 947 shares — an estimated $20K sold.

Golden State Wealth Management first reported a position in HAFC in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 141 funds tracked by Wall St. Rank hold HAFC as of Q2 2019.

  • Golden State Wealth Management reported no remaining Hanmi Financial position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 947 Hanmi Financial shares in Q2 2019, an estimated $20K.
  • Golden State Wealth Management first reported a position in Hanmi Financial in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Hanmi Financial position peaked at $20K in Q1 2019.
  • 141 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.