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UBS’s Hope Bancorp HOPE Stock Holding History

UBS’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 		$35K Buy
2,402
+849
+55% +$12.8K ﹤0.01% 7266
2014
Q2 		$25K Buy
1,553
+690
+80% +$10.9K ﹤0.01% 7793
2014
Q1 		$15K Sell
863
-7,793
-90% -$128K ﹤0.01% 8449
2013
Q4 		$144K Buy
8,656
+7,375
+576% +$114K ﹤0.01% 5643
2013
Q3 		$18K Sell
1,281
-4,055
-76% -$58.4K ﹤0.01% 8185
2013
Q2 		$76K Buy
+5,336
New +$69K ﹤0.01% 6228

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

UBS's HOPE Position: Q3 2014 in Review

UBS increased its Hope Bancorp (HOPE) stake by 55% in Q3 2014, buying an estimated $12.8K and bringing the position to 2,402 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #7266.

UBS first reported a position in HOPE in Q2 2013 and has held it in 6 quarters since. The position peaked at $144K in Q4 2013. 167 funds tracked by Wall St. Rank hold HOPE as of Q3 2014.

  • UBS held 2,402 shares of Hope Bancorp worth $35K as of Q3 2014.
  • UBS bought 849 Hope Bancorp shares in Q3 2014, an estimated $12.8K.
  • Hope Bancorp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7266 holding.
  • UBS first reported a position in Hope Bancorp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Hope Bancorp position peaked at $144K in Q4 2013.
  • 167 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.