AWA
RDS.A

Acorn Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Acorn Wealth Advisors’s Portfolio RDS.A Stock Details RDS.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-140
Closed -$10K – 813
2018
Q1 		$10K Hold
140
– – 0.01% 512
2017
Q4 		$10K Buy
+140
New +$8.82K 0.01% 499

Other funds holding RDS.A

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acorn Wealth Advisors's RDS.A Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2018, closing a stake of 140 shares — an estimated $10K sold.

Acorn Wealth Advisors first reported a position in RDS.A in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 1,022 funds tracked by Wall St. Rank hold RDS.A as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 140 Royal Dutch Shell PLC ADS Class A shares in Q2 2018, an estimated $10K.
  • Acorn Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $10K in Q1 2018.
  • 1,022 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.