NWQ Investment Management Company’s Hope Bancorp HOPE Stock Holding History

NWQ Investment Management Company’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	-1,147,137	Closed	-$16.8M	–	154
2018 Q3	$16.8M	Sell	1,147,137 -1,869	-0.2%	-$32.4K	0.33%	103
2018 Q2	$20.5M	Sell	1,149,006 -425,715	-27%	-$7.7M	0.37%	101
2018 Q1	$28.6M	Sell	1,574,721 -68,303	-4%	-$1.27M	0.46%	86
2017 Q4	$30M	Sell	1,643,024 -34,640	-2%	-$628K	0.39%	90
2017 Q3	$29.7M	Buy	1,677,664 +165,755	+11%	+$2.83M	0.36%	90
2017 Q2	$28.2M	Buy	1,511,909 +999,148	+195%	+$18.6M	0.39%	95
2017 Q1	$9.83M	Buy	512,761 +115,251	+29%	+$2.42M	0.13%	135
2016 Q4	$8.7M	Buy	+397,510	New	+$7.51M	0.12%	136

Other funds holding HOPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

NWQ Investment Management Company's HOPE Position: Q4 2018 in Review

NWQ Investment Management Company sold out of Hope Bancorp (HOPE) in Q4 2018, closing a stake of 1,147,137 shares — an estimated $16.8M sold.

NWQ Investment Management Company first reported a position in HOPE in Q4 2016 and held it in 8 quarters. The position peaked at $30M in Q4 2017. 213 funds tracked by Wall St. Rank hold HOPE as of Q4 2018.

NWQ Investment Management Company reported no remaining Hope Bancorp position as of Q4 2018 after selling out during the quarter.
NWQ Investment Management Company sold 1,147,137 Hope Bancorp shares in Q4 2018, an estimated $16.8M.
NWQ Investment Management Company first reported a position in Hope Bancorp in Q4 2016 and held it in 8 quarters.
NWQ Investment Management Company's Hope Bancorp position peaked at $30M in Q4 2017.
213 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2018.

Based on NWQ Investment Management Company's 13F filing for Q4 2018, filed 14 Feb 2019.