Wilmington Savings Fund Society’s Hope Bancorp HOPE Stock Holding History

Wilmington Savings Fund Society’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 Q3	–	Sell	-12,605	Closed	-$235K	–	343
2017 Q2	$235K	Sell	12,605 -900	-7%	-$16.7K	0.01%	307
2017 Q1	$259K	Sell	13,505 -1,090	-7%	-$22.9K	0.02%	288
2016 Q4	$319K	Sell	14,595 -1,650	-10%	-$31.2K	0.02%	263
2016 Q3	$282K	Hold	16,245	–	–	0.02%	282
2016 Q2	$243K	Sell	16,245 -2,620	-14%	-$40.6K	0.02%	293
2016 Q1	$286K	Buy	18,865 +605	+3%	+$9.05K	0.02%	283
2015 Q4	$314K	Buy	18,260 +960	+6%	+$16.5K	0.02%	276
2015 Q3	$260K	Buy	+17,300	New	+$259K	0.02%	295
2015 Q1	–	Sell	-10,208	Closed	-$147K	–	370
2014 Q4	$147K	Sell	10,208 -1,375	-12%	-$19.4K	0.01%	355
2014 Q3	$169K	Buy	+11,583	New	+$174K	0.01%	358

Other funds holding HOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wilmington Savings Fund Society's HOPE Position: Q3 2017 in Review

Wilmington Savings Fund Society sold out of Hope Bancorp (HOPE) in Q3 2017, closing a stake of 12,605 shares — an estimated $235K sold.

Wilmington Savings Fund Society first reported a position in HOPE in Q3 2014 and held it in 10 quarters. The position peaked at $319K in Q4 2016. 182 funds tracked by Wall St. Rank hold HOPE as of Q3 2017.

Wilmington Savings Fund Society reported no remaining Hope Bancorp position as of Q3 2017 after selling out during the quarter.
Wilmington Savings Fund Society sold 12,605 Hope Bancorp shares in Q3 2017, an estimated $235K.
Wilmington Savings Fund Society first reported a position in Hope Bancorp in Q3 2014 and held it in 10 quarters.
Wilmington Savings Fund Society's Hope Bancorp position peaked at $319K in Q4 2016.
182 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2017.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2017, filed 14 Nov 2017.