Sheets Smith Wealth Management’s HDFC Bank HDB Stock Holding History

Sheets Smith Wealth Management’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 Q3	–	Sell	-19,996	Closed	-$525K	–	339
2018 Q2	$525K	Buy	19,996 +164	+0.8%	+$4.1K	0.12%	179
2018 Q1	$490K	Sell	19,832 -420	-2%	-$10.6K	0.12%	188
2017 Q4	$515K	Buy	20,252 +408	+2%	+$9.77K	0.12%	191
2017 Q3	$478K	Sell	19,844 -212	-1%	-$5.04K	0.12%	189
2017 Q2	$436K	Buy	+20,056	New	+$419K	0.12%	185
2016 Q4	–	Sell	-44,872	Closed	-$806K	–	286
2016 Q3	$806K	Buy	+44,872	New	+$789K	0.23%	135

Other funds holding HDB

JP Morgan Chase

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

Fidelity Investments

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

WCM Investment Management

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

Capital Research Global Investors

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Artisan Partners

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Schroder Investment Management Group

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