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Intercontinental Wealth Advisors’s HDFC Bank HDB Stock Holding History

Intercontinental Wealth 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
2019
Q4 		– Sell
-184
Closed -$5K – 383
2019
Q3 		$5K Hold
184
– – ﹤0.01% 392
2019
Q2 		$6K Hold
184
– – ﹤0.01% 356
2019
Q1 		$5K Hold
184
– – ﹤0.01% 390
2018
Q4 		$5K Buy
+184
New +$4.35K ﹤0.01% 396

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Intercontinental Wealth Advisors's HDB Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of HDFC Bank (HDB) in Q4 2019, closing a stake of 184 shares — an estimated $5K sold.

Intercontinental Wealth Advisors first reported a position in HDB in Q4 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 483 funds tracked by Wall St. Rank hold HDB as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining HDFC Bank position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 184 HDFC Bank shares in Q4 2019, an estimated $5K.
  • Intercontinental Wealth Advisors first reported a position in HDFC Bank in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's HDFC Bank position peaked at $6K in Q2 2019.
  • 483 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.