AC
RDS.A

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

Avestar Capital’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
2019
Q3 		– Sell
-1,418
Closed -$88K – 925
2019
Q2 		$88K Buy
1,418
+4
+0.3% +$256 0.06% 220
2019
Q1 		$84K Buy
1,414
+714
+102% +$44.1K 0.06% 216
2018
Q4 		$37K Sell
700
-360
-34% -$22.3K 0.03% 286
2018
Q3 		$70K Buy
1,060
+189
+22% +$12.6K 0.04% 241
2018
Q2 		$56K Sell
871
-7
-0.8% -$485 0.04% 268
2018
Q1 		$51K Sell
878
-79
-8% -$5.2K 0.03% 250
2017
Q4 		$61K Buy
+957
New +$60.3K 0.05% 225

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avestar Capital's RDS.A Position: Q3 2019 in Review

Avestar Capital sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 1,418 shares — an estimated $88K sold.

Avestar Capital first reported a position in RDS.A in Q4 2017 and held it in 7 quarters. The position peaked at $88K in Q2 2019. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

  • Avestar Capital reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 1,418 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $88K.
  • Avestar Capital first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's Royal Dutch Shell PLC ADS Class A position peaked at $88K in Q2 2019.
  • 1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.