Clear Perspective Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Clear Perspective 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 Q3	–	Sell	-970	Closed	-$67K	–	468
2018 Q2	$67K	Hold	970	–	–	0.05%	228
2018 Q1	$62K	Hold	970	–	–	0.05%	226
2017 Q4	$65K	Buy	970 +500	+106%	+$31.5K	0.05%	218
2017 Q3	$28K	Hold	470	–	–	0.02%	267
2017 Q2	$25K	Hold	470	–	–	0.02%	275
2017 Q1	$25K	Hold	470	–	–	0.02%	256
2016 Q4	$26K	Buy	+470	New	+$24.2K	0.02%	253

Other funds holding RDS.A

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Clear Perspective Advisors's RDS.A Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2018, closing a stake of 970 shares — an estimated $67K sold.

Clear Perspective Advisors first reported a position in RDS.A in Q4 2016 and held it in 7 quarters. The position peaked at $67K in Q2 2018. 1,036 funds tracked by Wall St. Rank hold RDS.A as of Q3 2018.

Clear Perspective Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 970 Royal Dutch Shell PLC ADS Class A shares in Q3 2018, an estimated $67K.
Clear Perspective Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $67K in Q2 2018.
1,036 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.