Kanaly Trust’s Hope Bancorp HOPE Stock Holding History

Kanaly 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
2014 Q4	–	Sell	-179	Closed	-$3K	–	751
2014 Q3	$3K	Buy	+179	New	+$2.69K	﹤0.01%	613

Other funds holding HOPE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

LCP

Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kanaly Trust's HOPE Position: Q4 2014 in Review

Kanaly Trust sold out of Hope Bancorp (HOPE) in Q4 2014, closing a stake of 179 shares — an estimated $3K sold.

Kanaly Trust first reported a position in HOPE in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 158 funds tracked by Wall St. Rank hold HOPE as of Q4 2014.

Kanaly Trust reported no remaining Hope Bancorp position as of Q4 2014 after selling out during the quarter.
Kanaly Trust sold 179 Hope Bancorp shares in Q4 2014, an estimated $3K.
Kanaly Trust first reported a position in Hope Bancorp in Q3 2014 and held it in 1 quarter.
Kanaly Trust's Hope Bancorp position peaked at $3K in Q3 2014.
158 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.