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Strategic Wealth Partners’s ICICI Bank IBN Stock Holding History

Strategic Wealth Partners’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,250
Closed -$88K – 790
2018
Q4 		$88K Hold
8,250
– – 0.04% 186
2018
Q3 		$70K Hold
8,250
– – 0.04% 207
2018
Q2 		$66K Hold
8,250
– – 0.04% 232
2018
Q1 		$73K Hold
8,250
– – 0.04% 214
2017
Q4 		$78K Buy
+8,250
New +$76K 0.04% 192

Other funds holding IBN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return