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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Kelleher Financial Advisors's HDB Position: Q2 2015 in Review

Kelleher Financial Advisors sold out of HDFC Bank (HDB) in Q2 2015, closing a stake of 16,000 shares — an estimated $235K sold.

Kelleher Financial Advisors first reported a position in HDB in Q2 2013 and held it in 7 quarters. The position peaked at $254K in Q2 2013. 264 funds tracked by Wall St. Rank hold HDB as of Q2 2015.

Kelleher Financial Advisors reported no remaining HDFC Bank position as of Q2 2015 after selling out during the quarter.
Kelleher Financial Advisors sold 16,000 HDFC Bank shares in Q2 2015, an estimated $235K.
Kelleher Financial Advisors first reported a position in HDFC Bank in Q2 2013 and held it in 7 quarters.
Kelleher Financial Advisors's HDFC Bank position peaked at $254K in Q2 2013.
264 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2015.

Based on Kelleher Financial Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.