WFG Advisors’s HDFC Bank HDB Stock Holding History

WFG 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
2017 Q2	–	Sell	-104	Closed	-$2K	–	1599
2017 Q1	$2K	Sell	104 -88	-46%	-$1.53K	﹤0.01%	1340
2016 Q4	$3K	Hold	192	–	–	﹤0.01%	1355
2016 Q3	$3K	Sell	192 -192	-50%	-$3.37K	﹤0.01%	1349
2016 Q2	$6K	Sell	384 -192	-33%	-$3.06K	﹤0.01%	1208
2016 Q1	$9K	Sell	576 -224	-28%	-$3.2K	﹤0.01%	1073
2015 Q4	$12K	Hold	800	–	–	﹤0.01%	1029
2015 Q3	$12K	Sell	800 -600	-43%	-$9.05K	﹤0.01%	1044
2015 Q2	$21K	Hold	1,400	–	–	0.01%	959
2015 Q1	$21K	Sell	1,400 -240	-15%	-$3.51K	0.01%	968
2014 Q4	$21K	Buy	1,640 +40	+3%	+$505	﹤0.01%	1204
2014 Q3	$19K	Hold	1,600	–	–	﹤0.01%	1292
2014 Q2	$19K	Hold	1,600	–	–	﹤0.01%	1296
2014 Q1	$16K	Hold	1,600	–	–	﹤0.01%	1329
2013 Q4	$14K	Sell	1,600 -1,000	-38%	-$8.51K	﹤0.01%	1477
2013 Q3	$20K	Sell	2,600 -1,400	-35%	-$11.5K	﹤0.01%	1276
2013 Q2	$36K	Buy	+4,000	New	+$39.6K	0.01%	1008

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 $1.47T 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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return