Rockefeller Financial Services’s HDFC Bank HDB Stock Holding History

Rockefeller 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
2017 Q4	$782K	Hold	30,760	–	–	0.01%	250
2017 Q3	$741K	Buy	30,760 +3,040	+11%	+$72.2K	0.01%	238
2017 Q2	$603K	Sell	27,720 -11,492	-29%	-$240K	0.01%	221
2017 Q1	$737K	Buy	39,212 +776	+2%	+$13.5K	0.01%	210
2016 Q4	$583K	Hold	38,436	–	–	0.01%	233
2016 Q3	$691K	Hold	38,436	–	–	0.01%	217
2016 Q2	$638K	Buy	38,436 +1,328	+4%	+$21.2K	0.01%	231
2016 Q1	$572K	Buy	+37,108	New	+$530K	0.01%	234

Other funds holding HDB

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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

WCM Investment Management

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

Fisher Asset Management

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

Schroder Investment Management Group

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors

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