HWP
RDS.A

Hefty Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Hefty Wealth Partners’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
Q4 		– Sell
-77
Closed -$3K – 262
2016
Q3 		$3K Buy
+77
New +$3.93K ﹤0.01% 218

Other funds holding RDS.A

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TIM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hefty Wealth Partners's RDS.A Position: Q4 2016 in Review

Hefty Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2016, closing a stake of 77 shares — an estimated $3K sold.

Hefty Wealth Partners first reported a position in RDS.A in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 851 funds tracked by Wall St. Rank hold RDS.A as of Q4 2016.

  • Hefty Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 77 Royal Dutch Shell PLC ADS Class A shares in Q4 2016, an estimated $3K.
  • Hefty Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $3K in Q3 2016.
  • 851 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.