GWM
RDS.A

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

Gupta 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
2016
Q1 		$189K Buy
4,116
+1,773
+76% +$75.2K 0.04% 252
2015
Q4 		$102K Hold
2,343
– – 0.03% 317
2015
Q3 		$105K Sell
2,343
-1,121
-32% -$57K 0.03% 335
2015
Q2 		$187K Sell
3,464
-69
-2% -$3.95K 0.05% 262
2015
Q1 		$197K Buy
+3,533
New +$209K 0.06% 220

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gupta Wealth Management's RDS.A Position: Q1 2016 in Review

Gupta Wealth Management increased its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 76% in Q1 2016, buying an estimated $75.2K and bringing the position to 4,116 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #252.

Gupta Wealth Management first reported a position in RDS.A in Q1 2015 and has held it in 5 quarters since. The position peaked at $197K in Q1 2015. 770 funds tracked by Wall St. Rank hold RDS.A as of Q1 2016.

  • Gupta Wealth Management held 4,116 shares of Royal Dutch Shell PLC ADS Class A worth $189K as of Q1 2016.
  • Gupta Wealth Management bought 1,773 Royal Dutch Shell PLC ADS Class A shares in Q1 2016, an estimated $75.2K.
  • Royal Dutch Shell PLC ADS Class A made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #252 holding.
  • Gupta Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $197K in Q1 2015.
  • 770 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.