KFA
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Kelleher Financial Advisors’s HDFC Bank HDB Stock Holding History

Kelleher Financial 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
2015
Q2 		– Sell
-16,000
Closed -$235K – 124
2015
Q1 		$235K Hold
16,000
– – 0.13% 102
2014
Q4 		$203K Hold
16,000
– – 0.11% 104
2014
Q3 		$210K Buy
+16,000
New +$194K 0.11% 104
2014
Q2 		– Sell
-20,000
Closed -$205K – 114
2014
Q1 		$205K Sell
20,000
-4,000
-17% -$34.8K 0.11% 100
2013
Q4 		$207K Sell
24,000
-4,000
-14% -$34K 0.11% 99
2013
Q3 		$215K Hold
28,000
– – 0.12% 92
2013
Q2 		$254K Buy
+28,000
New +$277K 0.16% 82

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 $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return