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US Financial Advisors’s HDFC Bank HDB Stock Holding History

US Financial 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
2016
Q2 		– Sell
-76
Closed -$1K – 173
2016
Q1 		$1K Hold
76
– – ﹤0.01% 389
2015
Q4 		$1K Hold
76
– – ﹤0.01% 535
2015
Q3 		$1K Hold
76
– – ﹤0.01% 479
2015
Q2 		$1K Buy
+76
New +$1.1K ﹤0.01% 451

Other funds holding HDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

US Financial Advisors's HDB Position: Q2 2016 in Review

US Financial Advisors sold out of HDFC Bank (HDB) in Q2 2016, closing a stake of 76 shares — an estimated $1K sold.

US Financial Advisors first reported a position in HDB in Q2 2015 and held it in 4 quarters. The position peaked at $1K in Q1 2016. 295 funds tracked by Wall St. Rank hold HDB as of Q2 2016.

  • US Financial Advisors reported no remaining HDFC Bank position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 76 HDFC Bank shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in HDFC Bank in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's HDFC Bank position peaked at $1K in Q1 2016.
  • 295 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.