WWMSC
HDB icon

Wagner Wealth Management (South Carolina)’s HDFC Bank HDB Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
40
– – ﹤0.01% 617
2018
Q2 		$1K Hold
40
– – ﹤0.01% 582
2018
Q1 		$1K Buy
+40
New +$1.01K ﹤0.01% 542

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HDB Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its HDFC Bank (HDB) position steady in Q3 2018 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Wagner Wealth Management (South Carolina) first reported a position in HDB in Q1 2018 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold HDB as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 40 shares of HDFC Bank worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its HDFC Bank share count unchanged in Q3 2018.
  • HDFC Bank made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #617 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in HDFC Bank in Q1 2018 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.