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Archford Capital Strategies’s HDFC Bank HDB Stock Holding History

Archford Capital Strategies’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
2016
Q4 		– Sell
-188
Closed -$3K – 691
2016
Q3 		$3K Buy
+188
New +$3.3K ﹤0.01% 465
2016
Q1 		– Sell
-1,916
Closed -$30K – 346
2015
Q4 		$30K Hold
1,916
– – 0.01% 321
2015
Q3 		$29K Sell
1,916
-436
-19% -$6.58K 0.02% 234
2015
Q2 		$36K Buy
+2,352
New +$34.1K 0.03% 218

Other funds holding HDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Archford Capital Strategies's HDB Position: Q4 2016 in Review

Archford Capital Strategies sold out of HDFC Bank (HDB) in Q4 2016, closing a stake of 188 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in HDB in Q2 2015 and held it in 4 quarters. The position peaked at $36K in Q2 2015. 302 funds tracked by Wall St. Rank hold HDB as of Q4 2016.

  • Archford Capital Strategies reported no remaining HDFC Bank position as of Q4 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 188 HDFC Bank shares in Q4 2016, an estimated $3K.
  • Archford Capital Strategies first reported a position in HDFC Bank in Q2 2015 and held it in 4 quarters.
  • Archford Capital Strategies's HDFC Bank position peaked at $36K in Q2 2015.
  • 302 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.