WA
HOPE icon

Wasatch Advisors’s Hope Bancorp HOPE Stock Holding History

Wasatch 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
2014
Q3 		– Sell
-202,227
Closed -$3.23M – 390
2014
Q2 		$3.23M Buy
202,227
+192
+0.1% +$3.04K 0.03% 292
2014
Q1 		$3.46M Sell
202,035
-24,360
-11% -$400K 0.03% 285
2013
Q4 		$3.76M Hold
226,395
– – 0.04% 265
2013
Q3 		$3.12M Sell
226,395
-7,428
-3% -$107K 0.03% 278
2013
Q2 		$3.33M Buy
+233,823
New +$3.02M 0.04% 282

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

Wasatch Advisors's HOPE Position: Q3 2014 in Review

Wasatch Advisors sold out of Hope Bancorp (HOPE) in Q3 2014, closing a stake of 202,227 shares — an estimated $3.23M sold.

Wasatch Advisors first reported a position in HOPE in Q2 2013 and held it in 5 quarters. The position peaked at $3.76M in Q4 2013. 167 funds tracked by Wall St. Rank hold HOPE as of Q3 2014.

  • Wasatch Advisors reported no remaining Hope Bancorp position as of Q3 2014 after selling out during the quarter.
  • Wasatch Advisors sold 202,227 Hope Bancorp shares in Q3 2014, an estimated $3.23M.
  • Wasatch Advisors first reported a position in Hope Bancorp in Q2 2013 and held it in 5 quarters.
  • Wasatch Advisors's Hope Bancorp position peaked at $3.76M in Q4 2013.
  • 167 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2014.

Based on Wasatch Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.