EWP
RDS.A

Edmunds White Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Edmunds White Partners’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
2014
Q3 		$14K Hold
183
– – 0.02% 44
2014
Q2 		$15K Hold
183
– – 0.03% 42
2014
Q1 		$13K Hold
183
– – 0.02% 42
2013
Q4 		$13K Hold
183
– – 0.02% 37
2013
Q3 		$12K Hold
183
– – 0.02% 36
2013
Q2 		$12K Buy
+183
New +$12.1K 0.02% 47

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Edmunds White Partners's RDS.A Position: Q3 2014 in Review

Edmunds White Partners held its Royal Dutch Shell PLC ADS Class A (RDS.A) position steady in Q3 2014 at 183 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #44.

Edmunds White Partners first reported a position in RDS.A in Q2 2013 and has held it in 6 quarters since. The position peaked at $15K in Q2 2014. 847 funds tracked by Wall St. Rank hold RDS.A as of Q3 2014.

  • Edmunds White Partners held 183 shares of Royal Dutch Shell PLC ADS Class A worth $14K as of Q3 2014.
  • Edmunds White Partners left its Royal Dutch Shell PLC ADS Class A share count unchanged in Q3 2014.
  • Royal Dutch Shell PLC ADS Class A made up 0.02% of Edmunds White Partners's portfolio in Q3 2014, its #44 holding.
  • Edmunds White Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and has held it in 6 quarters since.
  • Edmunds White Partners's Royal Dutch Shell PLC ADS Class A position peaked at $15K in Q2 2014.
  • 847 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.