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Regal Investment Advisors’s HDFC Bank HDB Stock Holding History

Regal Investment 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
-2,320
Closed -$34K – 972
2015
Q1 		$34K Buy
+2,320
New +$33.9K 0.01% 485
2014
Q4 		– Sell
-1,932
Closed -$22K – 953
2014
Q3 		$22K Buy
+1,932
New +$23.4K 0.01% 536

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
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Massachusetts Financial Services
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
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Regal Investment Advisors's HDB Position: Q2 2015 in Review

Regal Investment Advisors sold out of HDFC Bank (HDB) in Q2 2015, closing a stake of 2,320 shares — an estimated $34K sold.

Regal Investment Advisors first reported a position in HDB in Q3 2014 and held it in 2 quarters. The position peaked at $34K in Q1 2015. 264 funds tracked by Wall St. Rank hold HDB as of Q2 2015.

  • Regal Investment Advisors reported no remaining HDFC Bank position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 2,320 HDFC Bank shares in Q2 2015, an estimated $34K.
  • Regal Investment Advisors first reported a position in HDFC Bank in Q3 2014 and held it in 2 quarters.
  • Regal Investment Advisors's HDFC Bank position peaked at $34K in Q1 2015.
  • 264 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.