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Placemark Investments’s Hope Bancorp HOPE Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-11,851
Closed -$173K – 1658
2014
Q3 		$173K Buy
+11,851
New +$178K ﹤0.01% 1584

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 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Placemark Investments's HOPE Position: Q4 2014 in Review

Placemark Investments sold out of Hope Bancorp (HOPE) in Q4 2014, closing a stake of 11,851 shares — an estimated $173K sold.

Placemark Investments first reported a position in HOPE in Q3 2014 and held it in 1 quarter. The position peaked at $173K in Q3 2014. 158 funds tracked by Wall St. Rank hold HOPE as of Q4 2014.

  • Placemark Investments reported no remaining Hope Bancorp position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 11,851 Hope Bancorp shares in Q4 2014, an estimated $173K.
  • Placemark Investments first reported a position in Hope Bancorp in Q3 2014 and held it in 1 quarter.
  • Placemark Investments's Hope Bancorp position peaked at $173K in Q3 2014.
  • 158 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.