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Geneva Advisors’s HDFC Bank HDB Stock Holding History

Geneva 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
2017
Q2 		$4.91M Sell
225,872
-11,300
-5% -$236K 0.08% 122
2017
Q1 		$4.46M Sell
237,172
-28,660
-11% -$499K 0.08% 130
2016
Q4 		$4.03M Sell
265,832
-47,344
-15% -$792K 0.08% 135
2016
Q3 		$5.63M Sell
313,176
-6,064
-2% -$107K 0.11% 115
2016
Q2 		$5.29M Sell
319,240
-5,220
-2% -$83.2K 0.1% 111
2016
Q1 		$5M Sell
324,460
-41,376
-11% -$591K 0.1% 114
2015
Q4 		$5.63M Sell
365,836
-169,848
-32% -$2.57M 0.11% 105
2015
Q3 		$8.18M Sell
535,684
-169,020
-24% -$2.55M 0.17% 99
2015
Q2 		$10.7M Buy
704,704
+22,524
+3% +$327K 0.19% 91
2015
Q1 		$10M Sell
682,180
-25,160
-4% -$368K 0.18% 95
2014
Q4 		$8.97M Buy
707,340
+37,936
+6% +$479K 0.17% 97
2014
Q3 		$7.79M Buy
669,404
+19,016
+3% +$231K 0.15% 103
2014
Q2 		$7.61M Buy
650,388
+116,432
+22% +$1.28M 0.14% 107
2014
Q1 		$5.48M Buy
533,956
+133,716
+33% +$1.16M 0.1% 118
2013
Q4 		$3.45M Buy
400,240
+153,464
+62% +$1.31M 0.06% 133
2013
Q3 		$1.9M Sell
246,776
-344,988
-58% -$2.84M 0.04% 169
2013
Q2 		$5.36M Buy
+591,764
New +$5.85M 0.12% 105

Other funds holding HDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geneva Advisors's HDB Position: Q2 2017 in Review

Geneva Advisors reduced its HDFC Bank (HDB) stake by 4.8% in Q2 2017, selling an estimated $236K and leaving 225,872 shares worth $4.91M. The position accounts for 0.08% of the portfolio, ranked #122.

Geneva Advisors first reported a position in HDB in Q2 2013 and has held it in 17 quarters since. The position peaked at $10.7M in Q2 2015. 326 funds tracked by Wall St. Rank hold HDB as of Q2 2017.

  • Geneva Advisors held 225,872 shares of HDFC Bank worth $4.91M as of Q2 2017.
  • Geneva Advisors sold 11,300 HDFC Bank shares in Q2 2017, an estimated $236K.
  • HDFC Bank made up 0.08% of Geneva Advisors's portfolio in Q2 2017, its #122 holding.
  • Geneva Advisors first reported a position in HDFC Bank in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's HDFC Bank position peaked at $10.7M in Q2 2015.
  • 326 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.