RFS
HDB icon

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 $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

Rockefeller Financial Services's HDB Position: Q4 2017 in Review

Rockefeller Financial Services held its HDFC Bank (HDB) position steady in Q4 2017 at 30,760 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #250.

Rockefeller Financial Services first reported a position in HDB in Q1 2016 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold HDB as of Q4 2017.

  • Rockefeller Financial Services held 30,760 shares of HDFC Bank worth $782K as of Q4 2017.
  • Rockefeller Financial Services left its HDFC Bank share count unchanged in Q4 2017.
  • HDFC Bank made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #250 holding.
  • Rockefeller Financial Services first reported a position in HDFC Bank in Q1 2016 and has held it in 8 quarters since.
  • 362 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.