FWM
RDS.A

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

Focused 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
2019
Q4 		– Sell
-500
Closed -$29K – 794
2019
Q3 		$29K Hold
500
– – 0.01% 349
2019
Q2 		$33K Hold
500
– – 0.01% 363
2019
Q1 		$31K Hold
500
– – 0.01% 333
2018
Q4 		$29K Hold
500
– – 0.01% 349
2018
Q3 		$34K Buy
+500
New +$33.4K 0.01% 324
2017
Q1 		– Sell
-200
Closed -$11K – 743
2016
Q4 		$11K Buy
+200
New +$10.3K ﹤0.01% 468
2015
Q4 		– Sell
-165
Closed -$8K – 743
2015
Q3 		$8K Hold
165
– – 0.01% 439
2015
Q2 		$9K Hold
165
– – 0.01% 429
2015
Q1 		$10K Hold
165
– – 0.01% 436
2014
Q4 		$11K Hold
165
– – 0.01% 410
2014
Q3 		$13K Buy
+165
New +$13.2K 0.01% 390

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TIM
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Dimensional Fund Advisors
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Invesco
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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