IPC
RDS.A

Independent Portfolio Consultants’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$108K Sell
2,023
-718
-26% -$38.1K 0.04% 405
2017
Q1 		$142K Sell
2,741
-717
-21% -$37.4K 0.05% 386
2016
Q4 		$182K Buy
3,458
+1,796
+108% +$89.3K 0.06% 332
2016
Q3 		$80K Sell
1,662
-247
-13% -$12.1K 0.03% 474
2016
Q2 		$100K Sell
1,909
-100
-5% -$4.82K 0.03% 445
2016
Q1 		$92K Sell
2,009
-185
-8% -$7.84K 0.03% 489
2015
Q4 		$95K Sell
2,194
-26
-1% -$1.24K 0.03% 489
2015
Q3 		$100K Sell
2,220
-48
-2% -$2.44K 0.02% 455
2015
Q2 		$123K Sell
2,268
-120
-5% -$6.88K 0.02% 456
2015
Q1 		$133K Sell
2,388
-85
-3% -$5.04K 0.03% 432
2014
Q4 		$155K Sell
2,473
-3,480
-58% -$225K 0.03% 421
2014
Q3 		$423K Sell
5,953
-5,053
-46% -$379K 0.11% 274
2014
Q2 		$847K Sell
11,006
-439
-4% -$32.1K 0.24% 110
2014
Q1 		$781K Sell
11,445
-1,606
-12% -$107K 0.25% 122
2013
Q4 		$869K Sell
13,051
-867
-6% -$54.4K 0.3% 85
2013
Q3 		$854K Buy
13,918
+8,233
+145% +$503K 0.34% 71
2013
Q2 		$339K Buy
+5,685
New +$352K 0.15% 299

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Independent Portfolio Consultants's RDS.A Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 26% in Q2 2017, selling an estimated $38.1K and leaving 2,023 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #405.

Independent Portfolio Consultants first reported a position in RDS.A in Q2 2013 and has held it in 17 quarters since. The position peaked at $869K in Q4 2013. 834 funds tracked by Wall St. Rank hold RDS.A as of Q2 2017.

  • Independent Portfolio Consultants held 2,023 shares of Royal Dutch Shell PLC ADS Class A worth $108K as of Q2 2017.
  • Independent Portfolio Consultants sold 718 Royal Dutch Shell PLC ADS Class A shares in Q2 2017, an estimated $38.1K.
  • Royal Dutch Shell PLC ADS Class A made up 0.04% of Independent Portfolio Consultants's portfolio in Q2 2017, its #405 holding.
  • Independent Portfolio Consultants first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Royal Dutch Shell PLC ADS Class A position peaked at $869K in Q4 2013.
  • 834 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.