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 New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sheets Smith Wealth Management's HDB Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of HDFC Bank (HDB) in Q3 2018, closing a stake of 19,996 shares — an estimated $525K sold.

Sheets Smith Wealth Management first reported a position in HDB in Q3 2016 and held it in 6 quarters. The position peaked at $806K in Q3 2016. 390 funds tracked by Wall St. Rank hold HDB as of Q3 2018.

Sheets Smith Wealth Management reported no remaining HDFC Bank position as of Q3 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 19,996 HDFC Bank shares in Q3 2018, an estimated $525K.
Sheets Smith Wealth Management first reported a position in HDFC Bank in Q3 2016 and held it in 6 quarters.
Sheets Smith Wealth Management's HDFC Bank position peaked at $806K in Q3 2016.
390 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.