AWS
RDS.A

Aris Wealth Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Aris Wealth Services’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
2015
Q3 		$8K Hold
160
– – 0.02% 247
2015
Q2 		$9K Hold
160
– – 0.01% 384
2015
Q1 		$10K Buy
+160
New +$10.1K 0.01% 368

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Aris Wealth Services's RDS.A Position: Q3 2015 in Review

Aris Wealth Services held its Royal Dutch Shell PLC ADS Class A (RDS.A) position steady in Q3 2015 at 160 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #247.

Aris Wealth Services first reported a position in RDS.A in Q1 2015 and has held it in 3 quarters since. The position peaked at $10K in Q1 2015. 779 funds tracked by Wall St. Rank hold RDS.A as of Q3 2015.

  • Aris Wealth Services held 160 shares of Royal Dutch Shell PLC ADS Class A worth $8K as of Q3 2015.
  • Aris Wealth Services left its Royal Dutch Shell PLC ADS Class A share count unchanged in Q3 2015.
  • Royal Dutch Shell PLC ADS Class A made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #247 holding.
  • Aris Wealth Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Royal Dutch Shell PLC ADS Class A position peaked at $10K in Q1 2015.
  • 779 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.