FFA
RDS.A

First Foundation Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

First Foundation Advisors’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
Q4 		– Sell
-5,670
Closed -$334K – 376
2019
Q3 		$334K Buy
5,670
+469
+9% +$27.8K 0.02% 273
2019
Q2 		$338K Buy
5,201
+125
+2% +$7.99K 0.02% 257
2019
Q1 		$318K Buy
5,076
+182
+4% +$11.3K 0.02% 259
2018
Q4 		$285K Sell
4,894
-404
-8% -$25.1K 0.02% 317
2018
Q3 		$361K Buy
5,298
+26
+0.5% +$1.74K 0.02% 266
2018
Q2 		$365K Sell
5,272
-145
-3% -$10K 0.02% 247
2018
Q1 		$346K Buy
5,417
+378
+8% +$24.9K 0.02% 249
2017
Q4 		$336K Buy
5,039
+37
+0.7% +$2.33K 0.02% 262
2017
Q3 		$303K Buy
5,002
+541
+12% +$30.3K 0.02% 244
2017
Q2 		$237K Buy
4,461
+40
+0.9% +$2.14K 0.01% 281
2017
Q1 		$233K Buy
+4,421
New +$237K 0.01% 284
2016
Q3 		– Sell
-12,752
Closed -$704K – 324
2016
Q2 		$704K Buy
12,752
+6,358
+99% +$323K 0.05% 163
2016
Q1 		$310K Buy
+6,394
New +$286K 0.02% 226
2015
Q1 		– Sell
-5,466
Closed -$366K – 272
2014
Q4 		$366K Sell
5,466
-200
-4% -$13.8K 0.03% 172
2014
Q3 		$431K Sell
5,666
-610
-10% -$49K 0.04% 149
2014
Q2 		$517K Buy
6,276
+468
+8% +$36.6K 0.06% 128
2014
Q1 		$424K Buy
5,808
+82
+1% +$5.86K 0.05% 122
2013
Q4 		$408K Sell
5,726
-980
-15% -$65.9K 0.05% 119
2013
Q3 		$440K Buy
6,706
+980
+17% +$64.1K 0.07% 107
2013
Q2 		$365K Buy
+5,726
New +$379K 0.07% 94

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Foundation Advisors's RDS.A Position: Q4 2019 in Review

First Foundation Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2019, closing a stake of 5,670 shares — an estimated $334K sold.

First Foundation Advisors first reported a position in RDS.A in Q2 2013 and held it in 20 quarters. The position peaked at $704K in Q2 2016. 1,074 funds tracked by Wall St. Rank hold RDS.A as of Q4 2019.

  • First Foundation Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2019 after selling out during the quarter.
  • First Foundation Advisors sold 5,670 Royal Dutch Shell PLC ADS Class A shares in Q4 2019, an estimated $334K.
  • First Foundation Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 20 quarters.
  • First Foundation Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $704K in Q2 2016.
  • 1,074 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2019.

Based on First Foundation Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.