WFG Advisors’s Hope Bancorp HOPE Stock Holding History

WFG 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 Q1	–	Sell	-61	Closed	-$1K	–	2085
2013 Q4	$1K	Buy	+61	New	+$943	﹤0.01%	2089

Other funds holding HOPE

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

LCP

Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

BIT

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

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

WFG Advisors's HOPE Position: Q1 2014 in Review

WFG Advisors sold out of Hope Bancorp (HOPE) in Q1 2014, closing a stake of 61 shares — an estimated $1K sold.

WFG Advisors first reported a position in HOPE in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 156 funds tracked by Wall St. Rank hold HOPE as of Q1 2014.

WFG Advisors reported no remaining Hope Bancorp position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 61 Hope Bancorp shares in Q1 2014, an estimated $1K.
WFG Advisors first reported a position in Hope Bancorp in Q4 2013 and held it in 1 quarter.
WFG Advisors's Hope Bancorp position peaked at $1K in Q4 2013.
156 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.