WA
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Winfield Associates’s HDFC Bank HDB Stock Holding History

Winfield Associates’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
Q1 		– Sell
-420
Closed -$11K – 338
2017
Q4 		$11K Buy
420
+52
+14% +$1.25K 0.01% 410
2017
Q3 		$9K Hold
368
– – ﹤0.01% 422
2017
Q2 		$8K Buy
+368
New +$7.69K ﹤0.01% 434

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WCM Investment Management
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Winfield Associates's HDB Position: Q1 2018 in Review

Winfield Associates sold out of HDFC Bank (HDB) in Q1 2018, closing a stake of 420 shares — an estimated $11K sold.

Winfield Associates first reported a position in HDB in Q2 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 384 funds tracked by Wall St. Rank hold HDB as of Q1 2018.

  • Winfield Associates reported no remaining HDFC Bank position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 420 HDFC Bank shares in Q1 2018, an estimated $11K.
  • Winfield Associates first reported a position in HDFC Bank in Q2 2017 and held it in 3 quarters.
  • Winfield Associates's HDFC Bank position peaked at $11K in Q4 2017.
  • 384 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.