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Ladenburg Thalmann Financial Services’s Hope Bancorp HOPE Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$27K Sell
1,841
-515
-22% -$7.47K ﹤0.01% 3957
2019
Q3 		$34K Buy
2,356
+398
+20% +$5.58K ﹤0.01% 3692
2019
Q2 		$27K Buy
1,958
+321
+20% +$4.38K ﹤0.01% 3868
2019
Q1 		$22K Sell
1,637
-365
-18% -$5.09K ﹤0.01% 3933
2018
Q4 		$24K Buy
2,002
+260
+15% +$3.72K ﹤0.01% 3755
2018
Q3 		$28K Buy
1,742
+423
+32% +$7.32K ﹤0.01% 3687
2018
Q2 		$24K Hold
1,319
– – ﹤0.01% 3723
2018
Q1 		$24K Buy
1,319
+848
+180% +$15.7K ﹤0.01% 3723
2017
Q4 		$9K Buy
471
+3
+0.6% +$54 ﹤0.01% 4234
2017
Q3 		$8K Buy
468
+9
+2% +$154 ﹤0.01% 4178
2017
Q2 		$9K Sell
459
-101
-18% -$1.88K ﹤0.01% 4072
2017
Q1 		$11K Sell
560
-73
-12% -$1.53K ﹤0.01% 3930
2016
Q4 		$14K Sell
633
-213
-25% -$4.03K ﹤0.01% 3694
2016
Q3 		$15K Sell
846
-999
-54% -$16.2K ﹤0.01% 3567
2016
Q2 		$27K Buy
1,845
+228
+14% +$3.53K ﹤0.01% 3130
2016
Q1 		$24K Sell
1,617
-525
-25% -$7.86K ﹤0.01% 3129
2015
Q4 		$37K Buy
2,142
+947
+79% +$16.3K ﹤0.01% 2795
2015
Q3 		$18K Buy
1,195
+453
+61% +$6.78K ﹤0.01% 3176
2015
Q2 		$11K Sell
742
-88
-11% -$1.29K ﹤0.01% 3618
2015
Q1 		$12K Sell
830
-181
-18% -$2.48K ﹤0.01% 3508
2014
Q4 		$15K Buy
1,011
+279
+38% +$3.94K ﹤0.01% 3171
2014
Q3 		$11K Buy
+732
New +$11K ﹤0.01% 3035

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

Ladenburg Thalmann Financial Services's HOPE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Hope Bancorp (HOPE) stake by 22% in Q4 2019, selling an estimated $7.47K and leaving 1,841 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #3957.

Ladenburg Thalmann Financial Services first reported a position in HOPE in Q3 2014 and has held it in 22 quarters since. The position peaked at $37K in Q4 2015. 217 funds tracked by Wall St. Rank hold HOPE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,841 shares of Hope Bancorp worth $27K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 515 Hope Bancorp shares in Q4 2019, an estimated $7.47K.
  • Hope Bancorp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3957 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Hope Bancorp in Q3 2014 and has held it in 22 quarters since.
  • Ladenburg Thalmann Financial Services's Hope Bancorp position peaked at $37K in Q4 2015.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.