AWM
RDS.A

AllSquare Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

AllSquare Wealth Management’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
2016
Q4 		– Sell
-75
Closed -$4K – 372
2016
Q3 		$4K Buy
+75
New +$3.83K ﹤0.01% 275

Other funds holding RDS.A

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllSquare Wealth Management's RDS.A Position: Q4 2016 in Review

AllSquare Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2016, closing a stake of 75 shares — an estimated $4K sold.

AllSquare Wealth Management first reported a position in RDS.A in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 851 funds tracked by Wall St. Rank hold RDS.A as of Q4 2016.

  • AllSquare Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2016 after selling out during the quarter.
  • AllSquare Wealth Management sold 75 Royal Dutch Shell PLC ADS Class A shares in Q4 2016, an estimated $4K.
  • AllSquare Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2016 and held it in 1 quarter.
  • AllSquare Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $4K in Q3 2016.
  • 851 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2016.

Based on AllSquare Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.