BIG
RDS.A

Bellwether Investment Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-279
Closed -$15K – 683
2017
Q1 		$15K Sell
279
-1,139
-80% -$61K 0.04% 395
2016
Q4 		$77K Buy
+1,418
New +$73K 0.07% 227
2016
Q2 		$79K Buy
+1,430
New +$72.8K 0.09% 192

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bellwether Investment Group's RDS.A Position: Q2 2017 in Review

Bellwether Investment Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2017, closing a stake of 279 shares — an estimated $15K sold.

Bellwether Investment Group first reported a position in RDS.A in Q2 2016 and held it in 3 quarters. The position peaked at $79K in Q2 2016. 834 funds tracked by Wall St. Rank hold RDS.A as of Q2 2017.

  • Bellwether Investment Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 279 Royal Dutch Shell PLC ADS Class A shares in Q2 2017, an estimated $15K.
  • Bellwether Investment Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Royal Dutch Shell PLC ADS Class A position peaked at $79K in Q2 2016.
  • 834 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.