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Pinnacle Associates’s Hope Bancorp HOPE Stock Holding History

Pinnacle Associates’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
-23,600
Closed -$421K – 710
2018
Q2 		$421K Buy
23,600
+1,600
+7% +$28.9K 0.01% 535
2018
Q1 		$400K Buy
22,000
+6,900
+46% +$128K 0.01% 533
2017
Q4 		$276K Buy
15,100
+4,250
+39% +$77.1K 0.01% 580
2017
Q3 		$192K Buy
+10,850
New +$185K ﹤0.01% 640

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

Pinnacle Associates's HOPE Position: Q3 2018 in Review

Pinnacle Associates sold out of Hope Bancorp (HOPE) in Q3 2018, closing a stake of 23,600 shares — an estimated $421K sold.

Pinnacle Associates first reported a position in HOPE in Q3 2017 and held it in 4 quarters. The position peaked at $421K in Q2 2018. 200 funds tracked by Wall St. Rank hold HOPE as of Q3 2018.

  • Pinnacle Associates reported no remaining Hope Bancorp position as of Q3 2018 after selling out during the quarter.
  • Pinnacle Associates sold 23,600 Hope Bancorp shares in Q3 2018, an estimated $421K.
  • Pinnacle Associates first reported a position in Hope Bancorp in Q3 2017 and held it in 4 quarters.
  • Pinnacle Associates's Hope Bancorp position peaked at $421K in Q2 2018.
  • 200 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2018.

Based on Pinnacle Associates's 13F filing for Q3 2018, filed 13 Nov 2018.