IAA
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Independent Advisor Alliance’s HDFC Bank HDB Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-9,064
Closed -$222K – 389
2018
Q2 		$222K Buy
9,064
+600
+7% +$15K 0.05% 297
2018
Q1 		$209K Buy
+8,464
New +$213K 0.05% 308

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Independent Advisor Alliance's HDB Position: Q3 2018 in Review

Independent Advisor Alliance sold out of HDFC Bank (HDB) in Q3 2018, closing a stake of 9,064 shares — an estimated $222K sold.

Independent Advisor Alliance first reported a position in HDB in Q1 2018 and held it in 2 quarters. The position peaked at $222K in Q2 2018. 390 funds tracked by Wall St. Rank hold HDB as of Q3 2018.

  • Independent Advisor Alliance reported no remaining HDFC Bank position as of Q3 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,064 HDFC Bank shares in Q3 2018, an estimated $222K.
  • Independent Advisor Alliance first reported a position in HDFC Bank in Q1 2018 and held it in 2 quarters.
  • Independent Advisor Alliance's HDFC Bank position peaked at $222K in Q2 2018.
  • 390 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2018.

Based on Independent Advisor Alliance's 13F filing for Q3 2018, filed 13 Nov 2018.