AWA
RDS.A

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

ARS Wealth 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
Q4 		– Sell
-4,401
Closed -$220K – 108
2016
Q3 		$220K Sell
4,401
-43
-1% -$2.19K 0.09% 90
2016
Q2 		$245K Buy
+4,444
New +$226K 0.1% 72

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

ARS Wealth Advisors's RDS.A Position: Q4 2016 in Review

ARS Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2016, closing a stake of 4,401 shares — an estimated $220K sold.

ARS Wealth Advisors first reported a position in RDS.A in Q2 2016 and held it in 2 quarters. The position peaked at $245K in Q2 2016. 851 funds tracked by Wall St. Rank hold RDS.A as of Q4 2016.

  • ARS Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2016 after selling out during the quarter.
  • ARS Wealth Advisors sold 4,401 Royal Dutch Shell PLC ADS Class A shares in Q4 2016, an estimated $220K.
  • ARS Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2016 and held it in 2 quarters.
  • ARS Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $245K in Q2 2016.
  • 851 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2016.

Based on ARS Wealth Advisors's 13F filing for Q4 2016, filed 11 Jun 2021.