PFC
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Phocas Financial Corp’s Hope Bancorp HOPE Stock Holding History

Phocas Financial Corp’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
Q2 		– Sell
-508,421
Closed -$9.25M – 222
2018
Q1 		$9.25M Sell
508,421
-28,894
-5% -$535K 0.83% 50
2017
Q4 		$9.81M Sell
537,315
-22,647
-4% -$411K 0.82% 56
2017
Q3 		$10K Buy
559,962
+12,758
+2% +$218K 0.84% 51
2017
Q2 		$10.2M Buy
+547,204
New +$10.2M 0.92% 44
2014
Q4 		– Sell
-196,147
Closed -$2.86M – 249
2014
Q3 		$2.86M Buy
196,147
+5,886
+3% +$88.5K 0.26% 158
2014
Q2 		$3.04M Buy
+190,261
New +$3.01M 0.26% 155

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
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