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MSI Financial Services’s Hope Bancorp HOPE Stock Holding History

MSI 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
2016
Q4 		$1K Buy
+45
New +$851 ﹤0.01% 3666
2015
Q1 		– Sell
-4,000
Closed -$58K – 3068
2014
Q4 		$58K Buy
+4,000
New +$56.5K 0.01% 1024

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MSI Financial Services's HOPE Position: Q4 2016 in Review

MSI Financial Services opened a new position in Hope Bancorp (HOPE) in Q4 2016: 45 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #3666 among its holdings. This is a return to the name: MSI Financial Services previously reported a position in HOPE as recently as Q4 2014.

MSI Financial Services first reported a position in HOPE in Q4 2014 and has held it in 2 quarters since. The position peaked at $58K in Q4 2014. 199 funds tracked by Wall St. Rank hold HOPE as of Q4 2016.

  • MSI Financial Services held 45 shares of Hope Bancorp worth $1K as of Q4 2016.
  • Hope Bancorp was a new MSI Financial Services position in Q4 2016.
  • Hope Bancorp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3666 holding.
  • MSI Financial Services first reported a position in Hope Bancorp in Q4 2014 and has held it in 2 quarters since.
  • MSI Financial Services's Hope Bancorp position peaked at $58K in Q4 2014.
  • 199 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.