WCM Investment Management
HOPE icon

WCM Investment Management’s Hope Bancorp HOPE Stock Holding History

WCM Investment 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
Q1 		– Sell
-35,115
Closed -$769K – 138
2016
Q4 		$769K Sell
35,115
-146,481
-81% -$2.77M 0.01% 128
2016
Q3 		$3.15M Buy
+181,596
New +$2.94M 0.04% 113
2016
Q2 		– Sell
-419,930
Closed -$6.38M – 119
2016
Q1 		$6.38M Sell
419,930
-40,251
-9% -$602K 0.1% 75
2015
Q4 		$7.92M Sell
460,181
-2,220
-0.5% -$38.1K 0.16% 69
2015
Q3 		$6.95M Sell
462,401
-43,150
-9% -$646K 0.17% 69
2015
Q2 		$7.48M Buy
505,551
+27,356
+6% +$400K 0.17% 81
2015
Q1 		$6.92M Sell
478,195
-1,807
-0.4% -$24.8K 0.14% 90
2014
Q4 		$6.9M Sell
480,002
-453,076
-49% -$6.4M 0.2% 76
2014
Q3 		$13.6M Sell
933,078
-34,223
-4% -$515K 0.42% 39
2014
Q2 		$15.4M Sell
967,301
-6,510
-0.7% -$103K 0.38% 53
2014
Q1 		$16.7M Sell
973,811
-29,684
-3% -$488K 0.6% 37
2013
Q4 		$16.6M Sell
1,003,495
-97,114
-9% -$1.5M 0.6% 40
2013
Q3 		$15.2M Buy
1,100,609
+47,018
+4% +$677K 0.79% 37
2013
Q2 		$15M Buy
+1,053,591
New +$13.6M 0.81% 38

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

WCM Investment Management's HOPE Position: Q1 2017 in Review

WCM Investment Management sold out of Hope Bancorp (HOPE) in Q1 2017, closing a stake of 35,115 shares — an estimated $769K sold.

WCM Investment Management first reported a position in HOPE in Q2 2013 and held it in 14 quarters. The position peaked at $16.7M in Q1 2014. 194 funds tracked by Wall St. Rank hold HOPE as of Q1 2017.

  • WCM Investment Management reported no remaining Hope Bancorp position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 35,115 Hope Bancorp shares in Q1 2017, an estimated $769K.
  • WCM Investment Management first reported a position in Hope Bancorp in Q2 2013 and held it in 14 quarters.
  • WCM Investment Management's Hope Bancorp position peaked at $16.7M in Q1 2014.
  • 194 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.