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Stifel Trust’s HDFC Bank HDB Stock Holding History

Stifel Trust’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
2014
Q3 		$33K Hold
2,800
– – 0.01% 307
2014
Q2 		$33K Hold
2,800
– – 0.01% 302
2014
Q1 		$29K Hold
2,800
– – 0.01% 321
2013
Q4 		$25K Hold
2,800
– – ﹤0.01% 331
2013
Q3 		$22K Hold
2,800
– – ﹤0.01% 344
2013
Q2 		$26K Buy
+2,800
New +$27.7K 0.01% 317

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $295B AUM 31.6% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stifel Trust's HDB Position: Q3 2014 in Review

Stifel Trust held its HDFC Bank (HDB) position steady in Q3 2014 at 2,800 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #307.

Stifel Trust first reported a position in HDB in Q2 2013 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold HDB as of Q3 2014.

  • Stifel Trust held 2,800 shares of HDFC Bank worth $33K as of Q3 2014.
  • Stifel Trust left its HDFC Bank share count unchanged in Q3 2014.
  • HDFC Bank made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #307 holding.
  • Stifel Trust first reported a position in HDFC Bank in Q2 2013 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.