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One Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

One Wealth 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
Q3 		– Sell
-156
Closed -$3K – 581
2018
Q2 		$3K Hold
156
– – ﹤0.01% 471
2018
Q1 		$3K Hold
156
– – ﹤0.01% 437
2017
Q4 		$3K Buy
+156
New +$2.83K ﹤0.01% 483

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

One Wealth Advisors's HOPE Position: Q3 2018 in Review

One Wealth Advisors sold out of Hope Bancorp (HOPE) in Q3 2018, closing a stake of 156 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in HOPE in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 200 funds tracked by Wall St. Rank hold HOPE as of Q3 2018.

  • One Wealth Advisors reported no remaining Hope Bancorp position as of Q3 2018 after selling out during the quarter.
  • One Wealth Advisors sold 156 Hope Bancorp shares in Q3 2018, an estimated $3K.
  • One Wealth Advisors first reported a position in Hope Bancorp in Q4 2017 and held it in 3 quarters.
  • One Wealth Advisors's Hope Bancorp position peaked at $3K in Q2 2018.
  • 200 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2018.

Based on One Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.