Anchor Capital Advisors
RDS.A

Anchor Capital Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Anchor Capital 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
2016
Q3 		– Sell
-6,742
Closed -$353K – 287
2016
Q2 		$353K Buy
+6,742
New +$325K 0.01% 238
2015
Q3 		– Sell
-4,833
Closed -$261K – 295
2015
Q2 		$261K Buy
4,833
+506
+12% +$29K 0.01% 261
2015
Q1 		$241K Sell
4,327
-106,390
-96% -$6.3M 0.01% 278
2014
Q4 		$6.92M Sell
110,717
-4,336
-4% -$280K 0.14% 125
2014
Q3 		$8.18M Sell
115,053
-3,508
-3% -$263K 0.17% 112
2014
Q2 		$9.12M Sell
118,561
-306
-0.3% -$22.3K 0.18% 107
2014
Q1 		$8.11M Sell
118,867
-674
-0.6% -$45K 0.16% 109
2013
Q4 		$7.96M Sell
119,541
-25,021
-17% -$1.57M 0.16% 108
2013
Q3 		$8.87M Sell
144,562
-133,240
-48% -$8.14M 0.19% 100
2013
Q2 		$16.6M Buy
+277,802
New +$17.2M 0.35% 79

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Anchor Capital Advisors's RDS.A Position: Q3 2016 in Review

Anchor Capital Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2016, closing a stake of 6,742 shares — an estimated $353K sold.

Anchor Capital Advisors first reported a position in RDS.A in Q2 2013 and held it in 10 quarters. The position peaked at $16.6M in Q2 2013. 796 funds tracked by Wall St. Rank hold RDS.A as of Q3 2016.

  • Anchor Capital Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2016 after selling out during the quarter.
  • Anchor Capital Advisors sold 6,742 Royal Dutch Shell PLC ADS Class A shares in Q3 2016, an estimated $353K.
  • Anchor Capital Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 10 quarters.
  • Anchor Capital Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $16.6M in Q2 2013.
  • 796 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2016.

Based on Anchor Capital Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.