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McKinley Capital Management’s Hope Bancorp HOPE Stock Holding History

McKinley 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
2014
Q3 		– Sell
-184,459
Closed -$2.94M – 343
2014
Q2 		$2.94M Sell
184,459
-1,075
-0.6% -$17K 0.12% 156
2014
Q1 		$3.18M Sell
185,534
-255
-0.1% -$4.19K 0.13% 154
2013
Q4 		$3.08M Buy
+185,789
New +$2.87M 0.12% 163

Other funds holding HOPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

McKinley Capital Management's HOPE Position: Q3 2014 in Review

McKinley Capital Management sold out of Hope Bancorp (HOPE) in Q3 2014, closing a stake of 184,459 shares — an estimated $2.94M sold.

McKinley Capital Management first reported a position in HOPE in Q4 2013 and held it in 3 quarters. The position peaked at $3.18M in Q1 2014. 167 funds tracked by Wall St. Rank hold HOPE as of Q3 2014.

  • McKinley Capital Management reported no remaining Hope Bancorp position as of Q3 2014 after selling out during the quarter.
  • McKinley Capital Management sold 184,459 Hope Bancorp shares in Q3 2014, an estimated $2.94M.
  • McKinley Capital Management first reported a position in Hope Bancorp in Q4 2013 and held it in 3 quarters.
  • McKinley Capital Management's Hope Bancorp position peaked at $3.18M in Q1 2014.
  • 167 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2014.

Based on McKinley Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.