FGC
RDS.A

Financial Gravity Companies’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$114K Buy
+1,813
New +$112K 0.1% 194
2018
Q1 		$122K Buy
1,762
+524
+42% +$34.5K 0.12% 168
2017
Q4 		$87K Buy
+1,238
New +$78K 0.1% 201

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's RDS.A Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2018: 1,813 shares worth $114K. The stake represents 0.1% of the portfolio and ranks #194 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RDS.A as recently as Q1 2018.

Financial Gravity Companies first reported a position in RDS.A in Q4 2017 and has held it in 3 quarters since. The position peaked at $122K in Q1 2018. 1,006 funds tracked by Wall St. Rank hold RDS.A as of Q4 2018.

  • Financial Gravity Companies held 1,813 shares of Royal Dutch Shell PLC ADS Class A worth $114K as of Q4 2018.
  • Royal Dutch Shell PLC ADS Class A was a new Financial Gravity Companies position in Q4 2018.
  • Royal Dutch Shell PLC ADS Class A made up 0.1% of Financial Gravity Companies's portfolio in Q4 2018, its #194 holding.
  • Financial Gravity Companies first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Royal Dutch Shell PLC ADS Class A position peaked at $122K in Q1 2018.
  • 1,006 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.