MSI Financial Services’s HDFC Bank HDB Stock Holding History

MSI Financial Services’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
2016 Q4	$82K	Sell	5,384 -556	-9%	-$9.3K	﹤0.01%	1564
2016 Q3	$107K	Buy	5,940 +112	+2%	+$1.97K	﹤0.01%	1369
2016 Q2	$97K	Buy	5,828 +76	+1%	+$1.21K	﹤0.01%	1417
2016 Q1	$89K	Buy	5,752 +2,892	+101%	+$41.3K	﹤0.01%	1404
2015 Q4	$44K	Buy	2,860 +180	+7%	+$2.72K	﹤0.01%	1796
2015 Q3	$41K	Buy	2,680 +268	+11%	+$4.04K	﹤0.01%	1304
2015 Q2	$36K	Sell	2,412 -448	-16%	-$6.5K	﹤0.01%	1493
2015 Q1	$42K	Buy	2,860 +2,720	+1,943%	+$39.7K	﹤0.01%	1399
2014 Q4	$2K	Hold	140	–	–	﹤0.01%	2393
2014 Q3	$2K	Hold	140	–	–	﹤0.01%	2397
2014 Q2	$2K	Hold	140	–	–	﹤0.01%	2343
2014 Q1	$1K	Hold	140	–	–	﹤0.01%	2377
2013 Q4	$1K	Buy	+140	New	+$1.19K	﹤0.01%	2367

Other funds holding HDB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MSI Financial Services's HDB Position: Q4 2016 in Review

MSI Financial Services reduced its HDFC Bank (HDB) stake by 9.4% in Q4 2016, selling an estimated $9.3K and leaving 5,384 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

MSI Financial Services first reported a position in HDB in Q4 2013 and has held it in 13 quarters since. The position peaked at $107K in Q3 2016. 302 funds tracked by Wall St. Rank hold HDB as of Q4 2016.

MSI Financial Services held 5,384 shares of HDFC Bank worth $82K as of Q4 2016.
MSI Financial Services sold 556 HDFC Bank shares in Q4 2016, an estimated $9.3K.
HDFC Bank made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1564 holding.
MSI Financial Services first reported a position in HDFC Bank in Q4 2013 and has held it in 13 quarters since.
MSI Financial Services's HDFC Bank position peaked at $107K in Q3 2016.
302 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.