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Next Financial Group’s Hope Bancorp HOPE Stock Holding History

Next Financial Group’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 		– Sell
-7
Closed – – 2431
2019
Q3 		$0 Hold
7
– – ﹤0.01% 2355
2019
Q2 		$0 Hold
7
– – ﹤0.01% 2334
2019
Q1 		$0 Hold
7
– – ﹤0.01% 1836
2018
Q4 		$0 Buy
+7
New +$100 ﹤0.01% 2013

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

Next Financial Group's HOPE Position: Q4 2019 in Review

Next Financial Group sold out of Hope Bancorp (HOPE) in Q4 2019, closing a stake of 7 shares.

Next Financial Group first reported a position in HOPE in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q3 2019. 217 funds tracked by Wall St. Rank hold HOPE as of Q4 2019.

  • Next Financial Group reported no remaining Hope Bancorp position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 7 Hope Bancorp shares in Q4 2019.
  • Next Financial Group first reported a position in Hope Bancorp in Q4 2018 and held it in 4 quarters.
  • Next Financial Group's Hope Bancorp position peaked at $0 in Q3 2019.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.