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

Catamount 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
2019 Q1	$34K	Sell	550 -1,350	-71%	-$83.5K	0.02%	100
2018 Q4	$117K	Sell	1,900 -1,000	-34%	-$62K	0.08%	49
2018 Q3	$198K	Hold	2,900	–	–	0.09%	47
2018 Q2	$188K	Buy	2,900 +1,000	+53%	+$69.3K	0.09%	42
2018 Q1	$121K	Buy	1,900 +400	+27%	+$26.3K	0.06%	50
2017 Q4	$100K	Buy	+1,500	New	+$94.5K	0.06%	54

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Catamount Wealth Management's RDS.A Position: Q1 2019 in Review

Catamount Wealth Management reduced its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 71% in Q1 2019, selling an estimated $83.5K and leaving 550 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #100.

Catamount Wealth Management first reported a position in RDS.A in Q4 2017 and has held it in 6 quarters since. The position peaked at $198K in Q3 2018. 1,048 funds tracked by Wall St. Rank hold RDS.A as of Q1 2019.

Catamount Wealth Management held 550 shares of Royal Dutch Shell PLC ADS Class A worth $34K as of Q1 2019.
Catamount Wealth Management sold 1,350 Royal Dutch Shell PLC ADS Class A shares in Q1 2019, an estimated $83.5K.
Royal Dutch Shell PLC ADS Class A made up 0.02% of Catamount Wealth Management's portfolio in Q1 2019, its #100 holding.
Catamount Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and has held it in 6 quarters since.
Catamount Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $198K in Q3 2018.
1,048 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.