WPSC
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W.P. Stewart & Co’s HDFC Bank HDB Stock Holding History

W.P. Stewart & Co’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
2013
Q3 		$214K Sell
27,800
-1,300
-4% -$10.7K 0.01% 29
2013
Q2 		$264K Buy
+29,100
New +$288K 0.01% 29

Other funds holding HDB

VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

W.P. Stewart & Co's HDB Position: Q3 2013 in Review

W.P. Stewart & Co reduced its HDFC Bank (HDB) stake by 4.5% in Q3 2013, selling an estimated $10.7K and leaving 27,800 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #29.

W.P. Stewart & Co first reported a position in HDB in Q2 2013 and has held it in 2 quarters since. The position peaked at $264K in Q2 2013. 212 funds tracked by Wall St. Rank hold HDB as of Q3 2013.

  • W.P. Stewart & Co held 27,800 shares of HDFC Bank worth $214K as of Q3 2013.
  • W.P. Stewart & Co sold 1,300 HDFC Bank shares in Q3 2013, an estimated $10.7K.
  • HDFC Bank made up 0.01% of W.P. Stewart & Co's portfolio in Q3 2013, its #29 holding.
  • W.P. Stewart & Co first reported a position in HDFC Bank in Q2 2013 and has held it in 2 quarters since.
  • W.P. Stewart & Co's HDFC Bank position peaked at $264K in Q2 2013.
  • 212 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2013.

Based on W.P. Stewart & Co's 13F filing for Q3 2013, filed 14 Nov 2013.