MFW
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Mosaic Family Wealth’s HDFC Bank HDB Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-516
Closed -$12K – 774
2017
Q3 		$12K Buy
+516
New +$12.3K ﹤0.01% 550
2016
Q2 		– Sell
-540
Closed -$8K – 804
2016
Q1 		$8K Buy
+540
New +$7.71K ﹤0.01% 547

Other funds holding HDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mosaic Family Wealth's HDB Position: Q4 2017 in Review

Mosaic Family Wealth sold out of HDFC Bank (HDB) in Q4 2017, closing a stake of 516 shares — an estimated $12K sold.

Mosaic Family Wealth first reported a position in HDB in Q1 2016 and held it in 2 quarters. The position peaked at $12K in Q3 2017. 362 funds tracked by Wall St. Rank hold HDB as of Q4 2017.

  • Mosaic Family Wealth reported no remaining HDFC Bank position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 516 HDFC Bank shares in Q4 2017, an estimated $12K.
  • Mosaic Family Wealth first reported a position in HDFC Bank in Q1 2016 and held it in 2 quarters.
  • Mosaic Family Wealth's HDFC Bank position peaked at $12K in Q3 2017.
  • 362 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.