CWA
RDS.A

Cypress Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-15,683
Closed -$827K – 190
2017
Q1 		$827K Buy
15,683
+280
+2% +$15K 0.38% 59
2016
Q4 		$838K Buy
15,403
+284
+2% +$14.6K 0.38% 59
2016
Q3 		$757K Buy
15,119
+1,083
+8% +$55.3K 0.34% 63
2016
Q2 		$775K Buy
14,036
+114
+0.8% +$5.8K 0.38% 61
2016
Q1 		$675K Buy
13,922
+6,944
+100% +$311K 0.31% 66
2015
Q4 		$320K Buy
+6,978
New +$350K 0.16% 117

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

Cypress Wealth Advisors's RDS.A Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2017, closing a stake of 15,683 shares — an estimated $827K sold.

Cypress Wealth Advisors first reported a position in RDS.A in Q4 2015 and held it in 6 quarters. The position peaked at $838K in Q4 2016. 834 funds tracked by Wall St. Rank hold RDS.A as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 15,683 Royal Dutch Shell PLC ADS Class A shares in Q2 2017, an estimated $827K.
  • Cypress Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2015 and held it in 6 quarters.
  • Cypress Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $838K in Q4 2016.
  • 834 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.