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Klingman & Associates’s Hope Bancorp HOPE Stock Holding History

Klingman & Associates’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
-200
Closed -$3K – 379
2016
Q2 		$3K Hold
200
– – ﹤0.01% 347
2016
Q1 		$3K Hold
200
– – ﹤0.01% 352
2015
Q4 		$3K Hold
200
– – ﹤0.01% 356
2015
Q3 		$3K Hold
200
– – ﹤0.01% 382
2015
Q2 		$3K Hold
200
– – ﹤0.01% 373
2015
Q1 		$3K Hold
200
– – ﹤0.01% 340
2014
Q4 		$2K Buy
+200
New +$2.83K ﹤0.01% 359

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

Klingman & Associates's HOPE Position: Q3 2016 in Review

Klingman & Associates sold out of Hope Bancorp (HOPE) in Q3 2016, closing a stake of 200 shares — an estimated $3K sold.

Klingman & Associates first reported a position in HOPE in Q4 2014 and held it in 7 quarters. The position peaked at $3K in Q2 2016. 196 funds tracked by Wall St. Rank hold HOPE as of Q3 2016.

  • Klingman & Associates reported no remaining Hope Bancorp position as of Q3 2016 after selling out during the quarter.
  • Klingman & Associates sold 200 Hope Bancorp shares in Q3 2016, an estimated $3K.
  • Klingman & Associates first reported a position in Hope Bancorp in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's Hope Bancorp position peaked at $3K in Q2 2016.
  • 196 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2016.

Based on Klingman & Associates's 13F filing for Q3 2016, filed 19 Oct 2016.