Financial Architects (New Jersey)’s HDFC Bank HDB Stock Holding History

Financial Architects (New Jersey)’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
2016 Q2	–	Sell	-2,400	Closed	-$4K	–	1453
2016 Q1	$4K	Buy	+2,400	New	+$34.3K	﹤0.01%	932
2015 Q3	–	Sell	-24	Closed	-$7K	–	509
2015 Q2	$7K	Hold	24	–	–	﹤0.01%	870
2015 Q1	$6K	Buy	+24	New	+$351	﹤0.01%	835

Other funds holding HDB

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VAM

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Financial Architects (New Jersey)'s HDB Position: Q2 2016 in Review

Financial Architects (New Jersey) sold out of HDFC Bank (HDB) in Q2 2016, closing a stake of 1,600 shares — an estimated $25K sold.

Financial Architects (New Jersey) first reported a position in HDB in Q1 2016 and held it in 1 quarter. The position peaked at $25K in Q1 2016. 295 funds tracked by Wall St. Rank hold HDB as of Q2 2016.

Financial Architects (New Jersey) reported no remaining HDFC Bank position as of Q2 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,600 HDFC Bank shares in Q2 2016, an estimated $25K.
Financial Architects (New Jersey) first reported a position in HDFC Bank in Q1 2016 and held it in 1 quarter.
Financial Architects (New Jersey)'s HDFC Bank position peaked at $25K in Q1 2016.
295 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2016, filed 25 Jul 2016.