Evercore Wealth Management’s HDFC Bank HDB Stock Holding History

Evercore Wealth Management’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
2013 Q4	–	Sell	-88	Closed	–	–	906
2013 Q3	$0	Buy	+88	New	+$723	﹤0.01%	998

Other funds holding HDB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Evercore Wealth Management's HDB Position: Q4 2013 in Review

Evercore Wealth Management sold out of HDFC Bank (HDB) in Q4 2013, closing a stake of 88 shares.

Evercore Wealth Management first reported a position in HDB in Q3 2013 and held it in 1 quarter. The position peaked at $0 in Q3 2013. 214 funds tracked by Wall St. Rank hold HDB as of Q4 2013.

Evercore Wealth Management reported no remaining HDFC Bank position as of Q4 2013 after selling out during the quarter.
Evercore Wealth Management sold 88 HDFC Bank shares in Q4 2013.
Evercore Wealth Management first reported a position in HDFC Bank in Q3 2013 and held it in 1 quarter.
Evercore Wealth Management's HDFC Bank position peaked at $0 in Q3 2013.
214 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.