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

Destination 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 Q3	–	Sell	-400	Closed	-$26K	–	539
2019 Q2	$26K	Sell	400 -150	-27%	-$9.59K	﹤0.01%	362
2019 Q1	$34K	Buy	550 +150	+38%	+$9.27K	﹤0.01%	327
2018 Q4	$23K	Sell	400 -200	-33%	-$12.4K	﹤0.01%	344
2018 Q3	$41K	Buy	600 +400	+200%	+$26.7K	﹤0.01%	317
2018 Q2	$14K	Sell	200 -200	-50%	-$13.9K	﹤0.01%	372
2018 Q1	$26K	Buy	+400	New	+$26.3K	﹤0.01%	316

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

TIM

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

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

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

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

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

Destination Wealth Management's RDS.A Position: Q3 2019 in Review

Destination Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 400 shares — an estimated $26K sold.

Destination Wealth Management first reported a position in RDS.A in Q1 2018 and held it in 6 quarters. The position peaked at $41K in Q3 2018. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

Destination Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 400 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $26K.
Destination Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $41K in Q3 2018.
1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.