Glovista Investments’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Glovista Investments’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 Q3	–	Sell	-3,300	Closed	-$215K	–	109
2019 Q2	$215K	Sell	3,300 -200	-6%	-$12.8K	0.07%	94
2019 Q1	$219K	Buy	+3,500	New	+$216K	0.07%	77
2018 Q4	–	Sell	-8,050	Closed	-$549K	–	110
2018 Q3	$549K	Buy	8,050 +1,600	+25%	+$107K	0.14%	69
2018 Q2	$447K	Buy	6,450 +2,450	+61%	+$170K	0.11%	80
2018 Q1	$255K	Hold	4,000	–	–	0.06%	78
2017 Q4	$267K	Hold	4,000	–	–	0.05%	84
2017 Q3	$242K	Hold	4,000	–	–	0.05%	95
2017 Q2	$213K	Buy	4,000 +33	+0.8%	+$1.75K	0.05%	104
2017 Q1	$206K	Buy	+3,967	New	+$207K	0.05%	105

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Glovista Investments's RDS.A Position: Q3 2019 in Review

Glovista Investments sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 3,300 shares — an estimated $215K sold.

Glovista Investments first reported a position in RDS.A in Q1 2017 and held it in 9 quarters. The position peaked at $549K in Q3 2018. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

Glovista Investments reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
Glovista Investments sold 3,300 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $215K.
Glovista Investments first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2017 and held it in 9 quarters.
Glovista Investments's Royal Dutch Shell PLC ADS Class A position peaked at $549K in Q3 2018.
1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on Glovista Investments's 13F filing for Q3 2019, filed 14 Nov 2019.