DWA
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Divergent Wealth Advisors’s HDFC Bank HDB Stock Holding History

Divergent Wealth 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
Q2 		– Sell
-104
Closed -$3K – 154
2018
Q1 		$3K Buy
+104
New +$2.62K ﹤0.01% 132

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Divergent Wealth Advisors's HDB Position: Q2 2018 in Review

Divergent Wealth Advisors sold out of HDFC Bank (HDB) in Q2 2018, closing a stake of 104 shares — an estimated $3K sold.

Divergent Wealth Advisors first reported a position in HDB in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 390 funds tracked by Wall St. Rank hold HDB as of Q2 2018.

  • Divergent Wealth Advisors reported no remaining HDFC Bank position as of Q2 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 104 HDFC Bank shares in Q2 2018, an estimated $3K.
  • Divergent Wealth Advisors first reported a position in HDFC Bank in Q1 2018 and held it in 1 quarter.
  • Divergent Wealth Advisors's HDFC Bank position peaked at $3K in Q1 2018.
  • 390 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2018.

Based on Divergent Wealth Advisors's 13F filing for Q2 2018, filed 10 Jul 2018.