IPC
HOPE icon

Independent Portfolio Consultants’s Hope Bancorp HOPE Stock Holding History

Independent Portfolio Consultants’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
2016
Q3 		– Sell
-780
Closed -$12K – 737
2016
Q2 		$12K Buy
780
+200
+34% +$3.1K ﹤0.01% 680
2016
Q1 		$9K Sell
580
-15
-3% -$224 ﹤0.01% 726
2015
Q4 		$10K Hold
595
– – ﹤0.01% 708
2015
Q3 		$9K Buy
595
+425
+250% +$6.36K ﹤0.01% 732
2015
Q2 		$3K Buy
170
+50
+42% +$731 ﹤0.01% 806
2015
Q1 		$2K Buy
+120
New +$1.65K ﹤0.01% 863
2014
Q4 		– Sell
-2,105
Closed -$29.8K – 825
2014
Q3 		$31K Buy
+2,105
New +$31.7K 0.01% 675

Other funds holding HOPE

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Portfolio Consultants's HOPE Position: Q3 2016 in Review

Independent Portfolio Consultants sold out of Hope Bancorp (HOPE) in Q3 2016, closing a stake of 780 shares — an estimated $12K sold.

Independent Portfolio Consultants first reported a position in HOPE in Q3 2014 and held it in 7 quarters. The position peaked at $31K in Q3 2014. 196 funds tracked by Wall St. Rank hold HOPE as of Q3 2016.

  • Independent Portfolio Consultants reported no remaining Hope Bancorp position as of Q3 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 780 Hope Bancorp shares in Q3 2016, an estimated $12K.
  • Independent Portfolio Consultants first reported a position in Hope Bancorp in Q3 2014 and held it in 7 quarters.
  • Independent Portfolio Consultants's Hope Bancorp position peaked at $31K in Q3 2014.
  • 196 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2016.

Based on Independent Portfolio Consultants's 13F filing for Q3 2016, filed 5 Oct 2016.