STA
HOPE icon

Summit Trail Advisors’s Hope Bancorp HOPE Stock Holding History

Summit Trail Advisors’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
-14,316
Closed -$260K – 552
2018
Q1 		$260K Sell
14,316
-1,791
-11% -$33.2K 0.04% 314
2017
Q4 		$302K Buy
+16,107
New +$292K 0.04% 321

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

Summit Trail Advisors's HOPE Position: Q2 2018 in Review

Summit Trail Advisors sold out of Hope Bancorp (HOPE) in Q2 2018, closing a stake of 14,316 shares — an estimated $260K sold.

Summit Trail Advisors first reported a position in HOPE in Q4 2017 and held it in 2 quarters. The position peaked at $302K in Q4 2017. 187 funds tracked by Wall St. Rank hold HOPE as of Q2 2018.

  • Summit Trail Advisors reported no remaining Hope Bancorp position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 14,316 Hope Bancorp shares in Q2 2018, an estimated $260K.
  • Summit Trail Advisors first reported a position in Hope Bancorp in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Hope Bancorp position peaked at $302K in Q4 2017.
  • 187 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2018.

Based on Summit Trail Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.