Gary Goldberg Planning Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Gary Goldberg Planning Services’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 Q4	$2.11M	Sell	33,693 -201	-0.6%	-$13K	0.89%	30
2014 Q3	$2.41M	Sell	33,894 -1,253	-4%	-$94K	1%	28
2014 Q2	$2.7M	Sell	35,147 -122	-0.3%	-$8.91K	1.19%	24
2014 Q1	$2.41M	Buy	35,269 +976	+3%	+$65.2K	1.18%	24
2013 Q4	$2.28M	Buy	34,293 +15,582	+83%	+$978K	1.33%	22
2013 Q3	$1.15M	Buy	18,711 +2,587	+16%	+$158K	0.7%	39
2013 Q2	$961K	Buy	+16,124	New	+$997K	0.61%	37

Other funds holding RDS.A

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Gary Goldberg Planning Services's RDS.A Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 0.59% in Q4 2014, selling an estimated $13K and leaving 33,693 shares worth $2.11M. The position accounts for 0.89% of the portfolio, ranked #30.

Gary Goldberg Planning Services first reported a position in RDS.A in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.7M in Q2 2014. 868 funds tracked by Wall St. Rank hold RDS.A as of Q4 2014.

Gary Goldberg Planning Services held 33,693 shares of Royal Dutch Shell PLC ADS Class A worth $2.11M as of Q4 2014.
Gary Goldberg Planning Services sold 201 Royal Dutch Shell PLC ADS Class A shares in Q4 2014, an estimated $13K.
Royal Dutch Shell PLC ADS Class A made up 0.89% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #30 holding.
Gary Goldberg Planning Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Royal Dutch Shell PLC ADS Class A position peaked at $2.7M in Q2 2014.
868 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.