FIM
RDS.A

Fernwood Investment Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Fernwood Investment 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
2014
Q1 		– Sell
-7,125
Closed -$474K – 137
2013
Q4 		$474K Buy
+7,125
New +$447K 0.31% 81

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T. Rowe Price Associates
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Dodge & Cox
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fernwood Investment Management's RDS.A Position: Q1 2014 in Review

Fernwood Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2014, closing a stake of 7,125 shares — an estimated $474K sold.

Fernwood Investment Management first reported a position in RDS.A in Q4 2013 and held it in 1 quarter. The position peaked at $474K in Q4 2013. 828 funds tracked by Wall St. Rank hold RDS.A as of Q1 2014.

  • Fernwood Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2014 after selling out during the quarter.
  • Fernwood Investment Management sold 7,125 Royal Dutch Shell PLC ADS Class A shares in Q1 2014, an estimated $474K.
  • Fernwood Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2013 and held it in 1 quarter.
  • Fernwood Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $474K in Q4 2013.
  • 828 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2014.

Based on Fernwood Investment Management's 13F filing for Q1 2014, filed 23 Apr 2014.