OAM
HOPE icon

Orinda Asset Management’s Hope Bancorp HOPE Stock Holding History

Orinda Asset Management’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
2015
Q2 		– Sell
-5,936
Closed -$86K – 126
2015
Q1 		$86K Buy
+5,936
New +$81.5K 0.09% 109
2013
Q4 		– Sell
-7,135
Closed -$98K – 139
2013
Q3 		$98K Hold
7,135
– – 0.31% 103
2013
Q2 		$101K Buy
+7,135
New +$92.3K 0.33% 87

Other funds holding HOPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Orinda Asset Management's HOPE Position: Q2 2015 in Review

Orinda Asset Management sold out of Hope Bancorp (HOPE) in Q2 2015, closing a stake of 5,936 shares — an estimated $86K sold.

Orinda Asset Management first reported a position in HOPE in Q2 2013 and held it in 3 quarters. The position peaked at $101K in Q2 2013. 155 funds tracked by Wall St. Rank hold HOPE as of Q2 2015.

  • Orinda Asset Management reported no remaining Hope Bancorp position as of Q2 2015 after selling out during the quarter.
  • Orinda Asset Management sold 5,936 Hope Bancorp shares in Q2 2015, an estimated $86K.
  • Orinda Asset Management first reported a position in Hope Bancorp in Q2 2013 and held it in 3 quarters.
  • Orinda Asset Management's Hope Bancorp position peaked at $101K in Q2 2013.
  • 155 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2015.

Based on Orinda Asset Management's 13F filing for Q2 2015, filed 24 Jul 2015.