ACP
RDS.A

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

Aviance Capital Partners’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
2014
Q3 		– Sell
-11,663
Closed -$961K – 243
2014
Q2 		$961K Buy
11,663
+1,148
+11% +$89.7K 0.38% 83
2014
Q1 		$768K Buy
10,515
+1,769
+20% +$126K 0.32% 93
2013
Q4 		$623K Buy
+8,746
New +$588K 0.26% 111

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Fidelity Investments
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Capital Research Global Investors
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Aviance Capital Partners's RDS.A Position: Q3 2014 in Review

Aviance Capital Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2014, closing a stake of 11,663 shares — an estimated $961K sold.

Aviance Capital Partners first reported a position in RDS.A in Q4 2013 and held it in 3 quarters. The position peaked at $961K in Q2 2014. 847 funds tracked by Wall St. Rank hold RDS.A as of Q3 2014.

  • Aviance Capital Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2014 after selling out during the quarter.
  • Aviance Capital Partners sold 11,663 Royal Dutch Shell PLC ADS Class A shares in Q3 2014, an estimated $961K.
  • Aviance Capital Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2013 and held it in 3 quarters.
  • Aviance Capital Partners's Royal Dutch Shell PLC ADS Class A position peaked at $961K in Q2 2014.
  • 847 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2014.

Based on Aviance Capital Partners's 13F filing for Q3 2014, filed 6 Nov 2014.