SWP
HDB icon

Strategic Wealth Partners’s HDFC Bank HDB Stock Holding History

Strategic Wealth Partners’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
2019
Q1 		– Sell
-7,208
Closed -$185K – 787
2018
Q4 		$185K Hold
7,208
– – 0.09% 138
2018
Q3 		$170K Buy
7,208
+200
+3% +$5.1K 0.09% 142
2018
Q2 		$184K Hold
7,008
– – 0.11% 143
2018
Q1 		$173K Buy
7,008
+1,008
+17% +$25.4K 0.09% 162
2017
Q4 		$143K Buy
+6,000
New +$144K 0.08% 160

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Strategic Wealth Partners's HDB Position: Q1 2019 in Review

Strategic Wealth Partners sold out of HDFC Bank (HDB) in Q1 2019, closing a stake of 7,208 shares — an estimated $185K sold.

Strategic Wealth Partners first reported a position in HDB in Q4 2017 and held it in 5 quarters. The position peaked at $185K in Q4 2018. 406 funds tracked by Wall St. Rank hold HDB as of Q1 2019.

  • Strategic Wealth Partners reported no remaining HDFC Bank position as of Q1 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 7,208 HDFC Bank shares in Q1 2019, an estimated $185K.
  • Strategic Wealth Partners first reported a position in HDFC Bank in Q4 2017 and held it in 5 quarters.
  • Strategic Wealth Partners's HDFC Bank position peaked at $185K in Q4 2018.
  • 406 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2019.

Based on Strategic Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.