AIA
RDS.A

Alera Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-1,123
Closed -$70K – 1138
2019
Q1 		$70K Buy
1,123
+57
+5% +$3.52K 0.03% 130
2018
Q4 		$62K Buy
+1,066
New +$66.1K 0.04% 154

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alera Investment Advisors's RDS.A Position: Q2 2019 in Review

Alera Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2019, closing a stake of 1,123 shares — an estimated $70K sold.

Alera Investment Advisors first reported a position in RDS.A in Q4 2018 and held it in 2 quarters. The position peaked at $70K in Q1 2019. 1,039 funds tracked by Wall St. Rank hold RDS.A as of Q2 2019.

  • Alera Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,123 Royal Dutch Shell PLC ADS Class A shares in Q2 2019, an estimated $70K.
  • Alera Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $70K in Q1 2019.
  • 1,039 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.