EWM
RDS.A

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

Edge 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
2017
Q1 		– Sell
-208
Closed -$11K – 542
2016
Q4 		$11K Hold
208
– – ﹤0.01% 332
2016
Q3 		$10K Buy
+208
New +$10.6K ﹤0.01% 340
2016
Q1 		– Sell
-1,212
Closed -$56K – 502
2015
Q4 		$56K Buy
+1,212
New +$60.9K 0.02% 174
2014
Q2 		– Sell
-240
Closed -$18K – 433
2014
Q1 		$18K Sell
240
-35
-13% -$2.5K 0.01% 250
2013
Q4 		$20K Hold
275
– – 0.01% 225
2013
Q3 		$18K Buy
+275
New +$18K 0.01% 208

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Edge Wealth Management's RDS.A Position: Q1 2017 in Review

Edge Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2017, closing a stake of 208 shares — an estimated $11K sold.

Edge Wealth Management first reported a position in RDS.A in Q3 2013 and held it in 6 quarters. The position peaked at $56K in Q4 2015. 842 funds tracked by Wall St. Rank hold RDS.A as of Q1 2017.

  • Edge Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2017 after selling out during the quarter.
  • Edge Wealth Management sold 208 Royal Dutch Shell PLC ADS Class A shares in Q1 2017, an estimated $11K.
  • Edge Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2013 and held it in 6 quarters.
  • Edge Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $56K in Q4 2015.
  • 842 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.