Walthausen & Co’s Hope Bancorp HOPE Stock Holding History

Walthausen & Co’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
2016 Q4	–	Sell	-699,475	Closed	-$12.2M	–	121
2016 Q3	$12.2M	Buy	+699,475	New	+$11.3M	1.22%	27

Other funds holding HOPE

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Walthausen & Co's HOPE Position: Q4 2016 in Review

Walthausen & Co sold out of Hope Bancorp (HOPE) in Q4 2016, closing a stake of 699,475 shares — an estimated $12.2M sold.

Walthausen & Co first reported a position in HOPE in Q3 2016 and held it in 1 quarter. The position peaked at $12.2M in Q3 2016. 199 funds tracked by Wall St. Rank hold HOPE as of Q4 2016.

Walthausen & Co reported no remaining Hope Bancorp position as of Q4 2016 after selling out during the quarter.
Walthausen & Co sold 699,475 Hope Bancorp shares in Q4 2016, an estimated $12.2M.
Walthausen & Co first reported a position in Hope Bancorp in Q3 2016 and held it in 1 quarter.
Walthausen & Co's Hope Bancorp position peaked at $12.2M in Q3 2016.
199 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2016.

Based on Walthausen & Co's 13F filing for Q4 2016, filed 13 Feb 2017.