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QS Batterymarch Financial Management’s Hope Bancorp HOPE Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$4.43M Sell
303,820
-27,300
-8% -$411K 0.12% 268
2014
Q2 		$5.28M Sell
331,120
-27,550
-8% -$436K 0.13% 260
2014
Q1 		$6.15M Buy
+358,670
New +$5.9M 0.13% 228
2013
Q3 		– Sell
-255,600
Closed -$3.63M – 1128
2013
Q2 		$3.63M Buy
+255,600
New +$3.31M 0.07% 401

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

QS Batterymarch Financial Management's HOPE Position: Q3 2014 in Review

QS Batterymarch Financial Management reduced its Hope Bancorp (HOPE) stake by 8.2% in Q3 2014, selling an estimated $411K and leaving 303,820 shares worth $4.43M. The position accounts for 0.12% of the portfolio, ranked #268.

QS Batterymarch Financial Management first reported a position in HOPE in Q2 2013 and has held it in 4 quarters since. The position peaked at $6.15M in Q1 2014. 167 funds tracked by Wall St. Rank hold HOPE as of Q3 2014.

  • QS Batterymarch Financial Management held 303,820 shares of Hope Bancorp worth $4.43M as of Q3 2014.
  • QS Batterymarch Financial Management sold 27,300 Hope Bancorp shares in Q3 2014, an estimated $411K.
  • Hope Bancorp made up 0.12% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #268 holding.
  • QS Batterymarch Financial Management first reported a position in Hope Bancorp in Q2 2013 and has held it in 4 quarters since.
  • QS Batterymarch Financial Management's Hope Bancorp position peaked at $6.15M in Q1 2014.
  • 167 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.