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IHT Wealth Management’s HDFC Bank HDB Stock Holding History

IHT 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
2018
Q2 		– Sell
-2,500
Closed -$62K – 820
2018
Q1 		$62K Hold
2,500
– – 0.02% 612
2017
Q4 		$63K Hold
2,500
– – 0.02% 624
2017
Q3 		$58K Hold
2,500
– – 0.02% 480
2017
Q2 		$61K Hold
2,500
– – 0.03% 463
2017
Q1 		$47K Hold
2,500
– – 0.03% 430
2016
Q4 		$37K Buy
+2,500
New +$41.8K 0.03% 454

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

IHT Wealth Management's HDB Position: Q2 2018 in Review

IHT Wealth Management sold out of HDFC Bank (HDB) in Q2 2018, closing a stake of 2,500 shares — an estimated $62K sold.

IHT Wealth Management first reported a position in HDB in Q4 2016 and held it in 6 quarters. The position peaked at $63K in Q4 2017. 390 funds tracked by Wall St. Rank hold HDB as of Q2 2018.

  • IHT Wealth Management reported no remaining HDFC Bank position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,500 HDFC Bank shares in Q2 2018, an estimated $62K.
  • IHT Wealth Management first reported a position in HDFC Bank in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's HDFC Bank position peaked at $63K in Q4 2017.
  • 390 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.