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Advisor Partners’s HDFC Bank HDB Stock Holding History

Advisor Partners’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,604
Closed -$206K – 649
2019
Q4 		$206K Sell
6,604
-508
-7% -$15.5K 0.02% 595
2019
Q3 		$203K Sell
7,112
-48
-0.7% -$1.37K 0.02% 619
2019
Q2 		$233K Sell
7,160
-168
-2% -$5.06K 0.03% 560
2019
Q1 		$212K Buy
+7,328
New +$190K 0.03% 580
2018
Q4 		– Sell
-8,968
Closed -$211K – 634
2018
Q3 		$211K Buy
8,968
+64
+0.7% +$1.63K 0.03% 579
2018
Q2 		$234K Sell
8,904
-1,100
-11% -$27.5K 0.04% 491
2018
Q1 		$247K Buy
10,004
+1,968
+24% +$49.6K 0.05% 458
2017
Q4 		$216K Buy
+8,036
New +$192K 0.04% 513

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Advisor Partners's HDB Position: Q1 2020 in Review

Advisor Partners sold out of HDFC Bank (HDB) in Q1 2020, closing a stake of 6,604 shares — an estimated $206K sold.

Advisor Partners first reported a position in HDB in Q4 2017 and held it in 8 quarters. The position peaked at $247K in Q1 2018. 440 funds tracked by Wall St. Rank hold HDB as of Q1 2020.

  • Advisor Partners reported no remaining HDFC Bank position as of Q1 2020 after selling out during the quarter.
  • Advisor Partners sold 6,604 HDFC Bank shares in Q1 2020, an estimated $206K.
  • Advisor Partners first reported a position in HDFC Bank in Q4 2017 and held it in 8 quarters.
  • Advisor Partners's HDFC Bank position peaked at $247K in Q1 2018.
  • 440 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2020.

Based on Advisor Partners's 13F filing for Q1 2020, filed 15 May 2020.