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Integrated Wealth Management (Palm Desert)’s Hope Bancorp HOPE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-100
Closed -$2K – 571
2016
Q3 		$2K Buy
+100
New +$1.62K ﹤0.01% 1066

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 $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HOPE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Hope Bancorp (HOPE) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HOPE in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 200 funds tracked by Wall St. Rank hold HOPE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Hope Bancorp position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Hope Bancorp shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Hope Bancorp in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Hope Bancorp position peaked at $2K in Q3 2016.
  • 200 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.