Apriem Advisors’s HDFC Bank HDB Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-1,200	Closed	-$32K	–	236
2018 Q2	$32K	Buy	+1,200	New	+$30K	0.01%	288
2017 Q2	–	Sell	-2,000	Closed	-$38K	–	303
2017 Q1	$38K	Hold	2,000	–	–	0.01%	264
2016 Q4	$30K	Buy	2,000 +400	+25%	+$6.69K	0.01%	290
2016 Q3	$29K	Hold	1,600	–	–	0.01%	283
2016 Q2	$27K	Sell	1,600 -400	-20%	-$6.38K	0.01%	296
2016 Q1	$31K	Buy	2,000 +600	+43%	+$8.57K	0.01%	257
2015 Q4	$22K	Hold	1,400	–	–	0.01%	288
2015 Q3	$21K	Hold	1,400	–	–	0.01%	288
2015 Q2	$21K	Buy	1,400 +400	+40%	+$5.81K	0.01%	318
2015 Q1	$15K	Hold	1,000	–	–	0.01%	362
2014 Q4	$13K	Hold	1,000	–	–	﹤0.01%	349
2014 Q3	$12K	Sell	1,000 -1,000	-50%	-$12.1K	﹤0.01%	360
2014 Q2	$23K	Hold	2,000	–	–	0.01%	265
2014 Q1	$21K	Hold	2,000	–	–	0.01%	295
2013 Q4	$17K	Hold	2,000	–	–	0.01%	303
2013 Q3	$15K	Hold	2,000	–	–	0.01%	308
2013 Q2	$18K	Buy	+2,000	New	+$19.8K	0.01%	281

Other funds holding HDB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Apriem Advisors's HDB Position: Q3 2018 in Review

Apriem Advisors sold out of HDFC Bank (HDB) in Q3 2018, closing a stake of 1,200 shares — an estimated $32K sold.

Apriem Advisors first reported a position in HDB in Q2 2013 and held it in 17 quarters. The position peaked at $38K in Q1 2017. 390 funds tracked by Wall St. Rank hold HDB as of Q3 2018.

Apriem Advisors reported no remaining HDFC Bank position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,200 HDFC Bank shares in Q3 2018, an estimated $32K.
Apriem Advisors first reported a position in HDFC Bank in Q2 2013 and held it in 17 quarters.
Apriem Advisors's HDFC Bank position peaked at $38K in Q1 2017.
390 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.