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Rational Advisors’s HDFC Bank HDB Stock Holding History

Rational 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
2018
Q2 		– Sell
-6,800
Closed -$168K – 534
2018
Q1 		$168K Hold
6,800
– – 0.08% 239
2017
Q4 		$173K Hold
6,800
– – 0.09% 202
2017
Q3 		$164K Hold
6,800
– – 0.09% 227
2017
Q2 		$148K Hold
6,800
– – 0.09% 204
2017
Q1 		$128K Hold
6,800
– – 0.08% 182
2016
Q4 		$103K Sell
6,800
-2,800
-29% -$46.9K 0.1% 149
2016
Q3 		$173K Buy
+9,600
New +$169K 0.11% 135

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
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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Rational Advisors's HDB Position: Q2 2018 in Review

Rational Advisors sold out of HDFC Bank (HDB) in Q2 2018, closing a stake of 6,800 shares — an estimated $168K sold.

Rational Advisors first reported a position in HDB in Q3 2016 and held it in 7 quarters. The position peaked at $173K in Q4 2017. 390 funds tracked by Wall St. Rank hold HDB as of Q2 2018.

  • Rational Advisors reported no remaining HDFC Bank position as of Q2 2018 after selling out during the quarter.
  • Rational Advisors sold 6,800 HDFC Bank shares in Q2 2018, an estimated $168K.
  • Rational Advisors first reported a position in HDFC Bank in Q3 2016 and held it in 7 quarters.
  • Rational Advisors's HDFC Bank position peaked at $173K in Q4 2017.
  • 390 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2018.

Based on Rational Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.