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Summit Trail Advisors’s HDFC Bank HDB Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-620
Closed -$16K – 946
2017
Q4 		$16K Buy
+620
New +$14.8K ﹤0.01% 1098

Other funds holding HDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Trail Advisors's HDB Position: Q1 2018 in Review

Summit Trail Advisors sold out of HDFC Bank (HDB) in Q1 2018, closing a stake of 620 shares — an estimated $16K sold.

Summit Trail Advisors first reported a position in HDB in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 384 funds tracked by Wall St. Rank hold HDB as of Q1 2018.

  • Summit Trail Advisors reported no remaining HDFC Bank position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 620 HDFC Bank shares in Q1 2018, an estimated $16K.
  • Summit Trail Advisors first reported a position in HDFC Bank in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's HDFC Bank position peaked at $16K in Q4 2017.
  • 384 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.