HFP
RDS.A

Holistic Financial Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-903
Closed -$58K – 397
2018
Q1 		$58K Buy
903
+13
+1% +$856 0.05% 178
2017
Q4 		$59K Buy
+890
New +$56.1K 0.05% 179

Other funds holding RDS.A

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Holistic Financial Partners's RDS.A Position: Q2 2018 in Review

Holistic Financial Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2018, closing a stake of 903 shares — an estimated $58K sold.

Holistic Financial Partners first reported a position in RDS.A in Q4 2017 and held it in 2 quarters. The position peaked at $59K in Q4 2017. 1,022 funds tracked by Wall St. Rank hold RDS.A as of Q2 2018.

  • Holistic Financial Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 903 Royal Dutch Shell PLC ADS Class A shares in Q2 2018, an estimated $58K.
  • Holistic Financial Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Royal Dutch Shell PLC ADS Class A position peaked at $59K in Q4 2017.
  • 1,022 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.