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

Apriem 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 Q3	–	Sell	-170	Closed	-$12K	–	412
2018 Q2	$12K	Buy	+170	New	+$11.8K	﹤0.01%	410
2017 Q2	–	Sell	-20	Closed	-$1K	–	594
2017 Q1	$1K	Sell	20 -1	-5%	-$52	﹤0.01%	653
2016 Q4	$1K	Sell	21 -367	-95%	-$18.3K	﹤0.01%	690
2016 Q3	$19K	Sell	388 -8	-2%	-$391	0.01%	339
2016 Q2	$21K	Hold	396	–	–	0.01%	337
2016 Q1	$18K	Hold	396	–	–	0.01%	322
2015 Q4	$17K	Hold	396	–	–	0.01%	325
2015 Q3	$18K	Hold	396	–	–	0.01%	309
2015 Q2	$21K	Sell	396 -5	-1%	-$287	0.01%	323
2015 Q1	$22K	Hold	401	–	–	0.01%	308
2014 Q4	$25K	Sell	401 -215	-35%	-$13.9K	0.01%	268
2014 Q3	$44K	Sell	616 -2,141	-78%	-$161K	0.02%	215
2014 Q2	$212K	Hold	2,757	–	–	0.08%	113
2014 Q1	$188K	Sell	2,757 -47	-2%	-$3.14K	0.07%	119
2013 Q4	$187K	Sell	2,804 -401	-13%	-$25.2K	0.07%	110
2013 Q3	$197K	Buy	3,205 +803	+33%	+$49.1K	0.09%	106
2013 Q2	$143K	Buy	+2,402	New	+$149K	0.07%	120

Other funds holding RDS.A

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Apriem Advisors's RDS.A Position: Q3 2018 in Review

Apriem Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2018, closing a stake of 170 shares — an estimated $12K sold.

Apriem Advisors first reported a position in RDS.A in Q2 2013 and held it in 17 quarters. The position peaked at $212K in Q2 2014. 1,035 funds tracked by Wall St. Rank hold RDS.A as of Q3 2018.

Apriem Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 170 Royal Dutch Shell PLC ADS Class A shares in Q3 2018, an estimated $12K.
Apriem Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $212K in Q2 2014.
1,035 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.