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Naples Global Advisors’s Hope Bancorp HOPE Stock Holding History

Naples Global Advisors’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
Q4 		– Sell
-31,675
Closed -$512K – 296
2018
Q3 		$512K Buy
+31,675
New +$548K 0.14% 208

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Naples Global Advisors's HOPE Position: Q4 2018 in Review

Naples Global Advisors sold out of Hope Bancorp (HOPE) in Q4 2018, closing a stake of 31,675 shares — an estimated $512K sold.

Naples Global Advisors first reported a position in HOPE in Q3 2018 and held it in 1 quarter. The position peaked at $512K in Q3 2018. 213 funds tracked by Wall St. Rank hold HOPE as of Q4 2018.

  • Naples Global Advisors reported no remaining Hope Bancorp position as of Q4 2018 after selling out during the quarter.
  • Naples Global Advisors sold 31,675 Hope Bancorp shares in Q4 2018, an estimated $512K.
  • Naples Global Advisors first reported a position in Hope Bancorp in Q3 2018 and held it in 1 quarter.
  • Naples Global Advisors's Hope Bancorp position peaked at $512K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2018.

Based on Naples Global Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.