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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return