WI
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WBI Investments’s Hanmi Financial HAFC Stock Holding History

WBI Investments’s Portfolio HAFC Stock Details HAFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-23,389
Closed -$521K – 239
2019
Q2 		$521K Sell
23,389
-3,614
-13% -$80.2K 0.05% 188
2019
Q1 		$574K Buy
27,003
+15,860
+142% +$345K 0.04% 207
2018
Q4 		$220K Buy
11,143
+6
+0.1% +$128 0.02% 78
2018
Q3 		$277K Buy
+11,137
New +$294K 0.02% 236

Other funds holding HAFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBI Investments's HAFC Position: Q3 2019 in Review

WBI Investments sold out of Hanmi Financial (HAFC) in Q3 2019, closing a stake of 23,389 shares — an estimated $521K sold.

WBI Investments first reported a position in HAFC in Q3 2018 and held it in 4 quarters. The position peaked at $574K in Q1 2019. 129 funds tracked by Wall St. Rank hold HAFC as of Q3 2019.

  • WBI Investments reported no remaining Hanmi Financial position as of Q3 2019 after selling out during the quarter.
  • WBI Investments sold 23,389 Hanmi Financial shares in Q3 2019, an estimated $521K.
  • WBI Investments first reported a position in Hanmi Financial in Q3 2018 and held it in 4 quarters.
  • WBI Investments's Hanmi Financial position peaked at $574K in Q1 2019.
  • 129 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2019.

Based on WBI Investments's 13F filing for Q3 2019, filed 29 Oct 2019.