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Symphony Asset Management’s Hope Bancorp HOPE Stock Holding History

Symphony Asset 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
2017
Q2 		– Sell
-14,761
Closed -$283K – 368
2017
Q1 		$283K Sell
14,761
-18,652
-56% -$392K 0.03% 351
2016
Q4 		$732K Buy
33,413
+12,213
+58% +$231K 0.07% 238
2016
Q3 		$368K Buy
+21,200
New +$343K 0.04% 317
2014
Q3 		– Sell
-52,765
Closed -$842K – 416
2014
Q2 		$842K Buy
52,765
+12,905
+32% +$204K 0.09% 242
2014
Q1 		$683K Buy
39,860
+19,735
+98% +$324K 0.06% 256
2013
Q4 		$334K Sell
20,125
-22,482
-53% -$348K 0.02% 360
2013
Q3 		$586K Sell
42,607
-11,899
-22% -$171K 0.06% 279
2013
Q2 		$775K Buy
+54,506
New +$705K 0.07% 243

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Symphony Asset Management's HOPE Position: Q2 2017 in Review

Symphony Asset Management sold out of Hope Bancorp (HOPE) in Q2 2017, closing a stake of 14,761 shares — an estimated $283K sold.

Symphony Asset Management first reported a position in HOPE in Q2 2013 and held it in 8 quarters. The position peaked at $842K in Q2 2014. 185 funds tracked by Wall St. Rank hold HOPE as of Q2 2017.

  • Symphony Asset Management reported no remaining Hope Bancorp position as of Q2 2017 after selling out during the quarter.
  • Symphony Asset Management sold 14,761 Hope Bancorp shares in Q2 2017, an estimated $283K.
  • Symphony Asset Management first reported a position in Hope Bancorp in Q2 2013 and held it in 8 quarters.
  • Symphony Asset Management's Hope Bancorp position peaked at $842K in Q2 2014.
  • 185 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2017.

Based on Symphony Asset Management's 13F filing for Q2 2017, filed 10 Aug 2017.