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Kennedy Capital Management’s Hope Bancorp HOPE Stock Holding History

Kennedy Capital Management’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
2018
Q2 		– Sell
-155,535
Closed -$2.83M – 762
2018
Q1 		$2.83M Sell
155,535
-350,718
-69% -$6.5M 0.06% 550
2017
Q4 		$9.24M Sell
506,253
-218,284
-30% -$3.96M 0.17% 189
2017
Q3 		$12.8M Sell
724,537
-290,121
-29% -$4.96M 0.23% 123
2017
Q2 		$18.9M Sell
1,014,658
-618,495
-38% -$11.5M 0.36% 49
2017
Q1 		$31.3M Buy
1,633,153
+451,183
+38% +$9.47M 0.55% 13
2016
Q4 		$25.9M Buy
1,181,970
+700,722
+146% +$13.2M 0.45% 28
2016
Q3 		$8.36M Buy
+481,248
New +$7.8M 0.16% 226
2015
Q4 		– Sell
-106,547
Closed -$1.6M – 742
2015
Q3 		$1.6M Sell
106,547
-12,798
-11% -$191K 0.03% 613
2015
Q2 		$1.76M Sell
119,345
-252,460
-68% -$3.69M 0.03% 609
2015
Q1 		$5.38M Buy
371,805
+24,584
+7% +$338K 0.09% 392
2014
Q4 		$4.99M Buy
347,221
+100,785
+41% +$1.42M 0.09% 400
2014
Q3 		$3.6M Buy
246,436
+77,299
+46% +$1.16M 0.07% 461
2014
Q2 		$2.7M Buy
169,137
+2,114
+1% +$33.5K 0.05% 497
2014
Q1 		$2.86M Sell
167,023
-4,469
-3% -$73.5K 0.05% 473
2013
Q4 		$2.85M Sell
171,492
-103,913
-38% -$1.61M 0.05% 491
2013
Q3 		$3.79M Sell
275,405
-52,851
-16% -$761K 0.07% 427
2013
Q2 		$4.67M Buy
+328,256
New +$4.25M 0.09% 370

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

Kennedy Capital Management's HOPE Position: Q2 2018 in Review

Kennedy Capital Management sold out of Hope Bancorp (HOPE) in Q2 2018, closing a stake of 155,535 shares — an estimated $2.83M sold.

Kennedy Capital Management first reported a position in HOPE in Q2 2013 and held it in 17 quarters. The position peaked at $31.3M in Q1 2017. 187 funds tracked by Wall St. Rank hold HOPE as of Q2 2018.

  • Kennedy Capital Management reported no remaining Hope Bancorp position as of Q2 2018 after selling out during the quarter.
  • Kennedy Capital Management sold 155,535 Hope Bancorp shares in Q2 2018, an estimated $2.83M.
  • Kennedy Capital Management first reported a position in Hope Bancorp in Q2 2013 and held it in 17 quarters.
  • Kennedy Capital Management's Hope Bancorp position peaked at $31.3M in Q1 2017.
  • 187 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2018.

Based on Kennedy Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.