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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 $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Strategic Wealth Partners sold out of ICICI Bank (IBN) in Q1 2019, closing a stake of 8,250 shares — an estimated $88K sold.

Strategic Wealth Partners first reported a position in IBN in Q4 2017 and held it in 5 quarters. The position peaked at $88K in Q4 2018. 342 funds tracked by Wall St. Rank hold IBN as of Q1 2019.

  • Strategic Wealth Partners reported no remaining ICICI Bank position as of Q1 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 8,250 ICICI Bank shares in Q1 2019, an estimated $88K.
  • Strategic Wealth Partners first reported a position in ICICI Bank in Q4 2017 and held it in 5 quarters.
  • Strategic Wealth Partners's ICICI Bank position peaked at $88K in Q4 2018.
  • 342 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2019.

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