TrueWealth LLC’s HDFC Bank HDB Stock Holding History

TrueWealth LLC’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	-2,180	Closed	-$55K	–	846
2017 Q4	$55K	Buy	+2,180	New	+$52.2K	0.03%	281

Other funds holding HDB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TrueWealth LLC's HDB Position: Q1 2018 in Review

TrueWealth LLC sold out of HDFC Bank (HDB) in Q1 2018, closing a stake of 2,180 shares — an estimated $55K sold.

TrueWealth LLC first reported a position in HDB in Q4 2017 and held it in 1 quarter. The position peaked at $55K in Q4 2017. 384 funds tracked by Wall St. Rank hold HDB as of Q1 2018.

TrueWealth LLC reported no remaining HDFC Bank position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 2,180 HDFC Bank shares in Q1 2018, an estimated $55K.
TrueWealth LLC first reported a position in HDFC Bank in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's HDFC Bank position peaked at $55K in Q4 2017.
384 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.