JGIA
RDS.A

Jackson Grant Investment Advisers’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Jackson Grant Investment Advisers’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
Q4 		– Sell
-1,600
Closed -$97K – 223
2017
Q3 		$97K Buy
+1,600
New +$89.5K 0.07% 112

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jackson Grant Investment Advisers's RDS.A Position: Q4 2017 in Review

Jackson Grant Investment Advisers sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2017, closing a stake of 1,600 shares — an estimated $97K sold.

Jackson Grant Investment Advisers first reported a position in RDS.A in Q3 2017 and held it in 1 quarter. The position peaked at $97K in Q3 2017. 992 funds tracked by Wall St. Rank hold RDS.A as of Q4 2017.

  • Jackson Grant Investment Advisers reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2017 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 1,600 Royal Dutch Shell PLC ADS Class A shares in Q4 2017, an estimated $97K.
  • Jackson Grant Investment Advisers first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2017 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Royal Dutch Shell PLC ADS Class A position peaked at $97K in Q3 2017.
  • 992 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2017.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2017, filed 1 Feb 2018.