BCA
RDS.A

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

Benchmark Capital 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
2018
Q4 		$1.17M Buy
20,100
+1,700
+9% +$105K 1.17% 26
2018
Q3 		$1.25M Buy
18,400
+5,600
+44% +$374K 0.94% 32
2018
Q2 		$886K Hold
12,800
– – 0.67% 55
2018
Q1 		$817K Buy
12,800
+9,500
+288% +$626K 0.65% 50
2017
Q4 		$220K Buy
+3,300
New +$208K 0.17% 110

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benchmark Capital Advisors's RDS.A Position: Q4 2018 in Review

Benchmark Capital Advisors increased its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 9.2% in Q4 2018, buying an estimated $105K and bringing the position to 20,100 shares worth $1.17M. The position accounts for 1.17% of the portfolio, ranked #26.

Benchmark Capital Advisors first reported a position in RDS.A in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.25M in Q3 2018. 1,006 funds tracked by Wall St. Rank hold RDS.A as of Q4 2018.

  • Benchmark Capital Advisors held 20,100 shares of Royal Dutch Shell PLC ADS Class A worth $1.17M as of Q4 2018.
  • Benchmark Capital Advisors bought 1,700 Royal Dutch Shell PLC ADS Class A shares in Q4 2018, an estimated $105K.
  • Royal Dutch Shell PLC ADS Class A made up 1.17% of Benchmark Capital Advisors's portfolio in Q4 2018, its #26 holding.
  • Benchmark Capital Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and has held it in 5 quarters since.
  • Benchmark Capital Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $1.25M in Q3 2018.
  • 1,006 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.