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Baltimore-Washington Financial Advisors’s HDFC Bank HDB Stock Holding History

Baltimore-Washington Financial 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
2015
Q2 		– Sell
-832
Closed -$12K – 242
2015
Q1 		$12K Hold
832
– – ﹤0.01% 203
2014
Q4 		$11K Hold
832
– – ﹤0.01% 207
2014
Q3 		$10K Buy
+832
New +$10.1K ﹤0.01% 222

Other funds holding HDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Baltimore-Washington Financial Advisors's HDB Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of HDFC Bank (HDB) in Q2 2015, closing a stake of 832 shares — an estimated $12K sold.

Baltimore-Washington Financial Advisors first reported a position in HDB in Q3 2014 and held it in 3 quarters. The position peaked at $12K in Q1 2015. 264 funds tracked by Wall St. Rank hold HDB as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining HDFC Bank position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 832 HDFC Bank shares in Q2 2015, an estimated $12K.
  • Baltimore-Washington Financial Advisors first reported a position in HDFC Bank in Q3 2014 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's HDFC Bank position peaked at $12K in Q1 2015.
  • 264 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.