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Wilbanks Smith & Thomas Asset Management’s Hope Bancorp HOPE Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-467
Closed -$8K – 766
2018
Q3 		$8K Buy
+467
New +$8.09K ﹤0.01% 1097

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HOPE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Hope Bancorp (HOPE) in Q4 2018, closing a stake of 467 shares — an estimated $8K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HOPE in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 213 funds tracked by Wall St. Rank hold HOPE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Hope Bancorp position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 467 Hope Bancorp shares in Q4 2018, an estimated $8K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Hope Bancorp in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Hope Bancorp position peaked at $8K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.