BWM
RDS.A

Braver Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Braver Wealth Management’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 		$295K Buy
5,417
+75
+1% +$3.86K 0.05% 134
2016
Q3 		$267K Hold
5,342
– – 0.04% 130
2016
Q2 		$295K Sell
5,342
-1,255
-19% -$63.8K 0.05% 118
2016
Q1 		$320K Buy
+6,597
New +$295K 0.05% 121

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

Braver Wealth Management's RDS.A Position: Q4 2016 in Review

Braver Wealth Management increased its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 1.4% in Q4 2016, buying an estimated $3.86K and bringing the position to 5,417 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #134.

Braver Wealth Management first reported a position in RDS.A in Q1 2016 and has held it in 4 quarters since. The position peaked at $320K in Q1 2016. 851 funds tracked by Wall St. Rank hold RDS.A as of Q4 2016.

  • Braver Wealth Management held 5,417 shares of Royal Dutch Shell PLC ADS Class A worth $295K as of Q4 2016.
  • Braver Wealth Management bought 75 Royal Dutch Shell PLC ADS Class A shares in Q4 2016, an estimated $3.86K.
  • Royal Dutch Shell PLC ADS Class A made up 0.05% of Braver Wealth Management's portfolio in Q4 2016, its #134 holding.
  • Braver Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $320K in Q1 2016.
  • 851 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.