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Avantax Planning Partners’s HDFC Bank HDB Stock Holding History

Avantax Planning 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
2018
Q2 		– Sell
-1,528
Closed -$38K – 741
2018
Q1 		$38K Buy
+1,528
New +$38.5K ﹤0.01% 580

Other funds holding HDB

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Avantax Planning Partners's HDB Position: Q2 2018 in Review

Avantax Planning Partners sold out of HDFC Bank (HDB) in Q2 2018, closing a stake of 1,528 shares — an estimated $38K sold.

Avantax Planning Partners first reported a position in HDB in Q1 2018 and held it in 1 quarter. The position peaked at $38K in Q1 2018. 390 funds tracked by Wall St. Rank hold HDB as of Q2 2018.

  • Avantax Planning Partners reported no remaining HDFC Bank position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,528 HDFC Bank shares in Q2 2018, an estimated $38K.
  • Avantax Planning Partners first reported a position in HDFC Bank in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's HDFC Bank position peaked at $38K in Q1 2018.
  • 390 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.