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WealthTrust-Arizona’s HDFC Bank HDB Stock Holding History

WealthTrust-Arizona’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
Q4 		$23K Buy
880
+12
+1% +$284 0.01% 245
2018
Q3 		$20K Sell
868
-24
-3% -$612 0.01% 279
2018
Q2 		$23K Sell
892
-68
-7% -$1.7K 0.01% 239
2018
Q1 		$24K Sell
960
-92
-9% -$2.32K 0.01% 248
2017
Q4 		$27K Hold
1,052
– – 0.01% 235
2017
Q3 		$25K Buy
+1,052
New +$25K 0.01% 241

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WealthTrust-Arizona's HDB Position: Q4 2018 in Review

WealthTrust-Arizona increased its HDFC Bank (HDB) stake by 1.4% in Q4 2018, buying an estimated $284 and bringing the position to 880 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #245.

WealthTrust-Arizona first reported a position in HDB in Q3 2017 and has held it in 6 quarters since. The position peaked at $27K in Q4 2017. 407 funds tracked by Wall St. Rank hold HDB as of Q4 2018.

  • WealthTrust-Arizona held 880 shares of HDFC Bank worth $23K as of Q4 2018.
  • WealthTrust-Arizona bought 12 HDFC Bank shares in Q4 2018, an estimated $284.
  • HDFC Bank made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #245 holding.
  • WealthTrust-Arizona first reported a position in HDFC Bank in Q3 2017 and has held it in 6 quarters since.
  • WealthTrust-Arizona's HDFC Bank position peaked at $27K in Q4 2017.
  • 407 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.