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Calton & Associates’s HDFC Bank HDB Stock Holding History

Calton & Associates’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
Q1 		– Sell
-444
Closed -$11K – 726
2017
Q4 		$11K Buy
+444
New +$10.6K ﹤0.01% 1034

Other funds holding HDB

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Calton & Associates's HDB Position: Q1 2018 in Review

Calton & Associates sold out of HDFC Bank (HDB) in Q1 2018, closing a stake of 444 shares — an estimated $11K sold.

Calton & Associates first reported a position in HDB in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 384 funds tracked by Wall St. Rank hold HDB as of Q1 2018.

  • Calton & Associates reported no remaining HDFC Bank position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 444 HDFC Bank shares in Q1 2018, an estimated $11K.
  • Calton & Associates first reported a position in HDFC Bank in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's HDFC Bank position peaked at $11K in Q4 2017.
  • 384 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.