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Legacy Financial Advisors’s HDFC Bank HDB Stock Holding History

Legacy 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
2019
Q2 		– Sell
-1,152
Closed -$33K – 441
2019
Q1 		$33K Buy
1,152
+472
+69% +$12.2K 0.01% 351
2018
Q4 		$18K Hold
680
– – 0.01% 434
2018
Q3 		$15K Hold
680
– – 0.01% 422
2018
Q2 		$19K Hold
680
– – 0.01% 391
2018
Q1 		$16K Sell
680
-124
-15% -$3.12K 0.01% 392
2017
Q4 		$20K Buy
+804
New +$19.3K 0.01% 365

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
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

Legacy Financial Advisors's HDB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of HDFC Bank (HDB) in Q2 2019, closing a stake of 1,152 shares — an estimated $33K sold.

Legacy Financial Advisors first reported a position in HDB in Q4 2017 and held it in 6 quarters. The position peaked at $33K in Q1 2019. 433 funds tracked by Wall St. Rank hold HDB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining HDFC Bank position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,152 HDFC Bank shares in Q2 2019, an estimated $33K.
  • Legacy Financial Advisors first reported a position in HDFC Bank in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's HDFC Bank position peaked at $33K in Q1 2019.
  • 433 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.