KFP
RDS.A

KMG Fiduciary Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

KMG Fiduciary 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
2019
Q3 		– Sell
-3,637
Closed -$237K – 121
2019
Q2 		$237K Hold
3,637
– – 0.09% 100
2019
Q1 		$228K Hold
3,637
– – 0.09% 106
2018
Q4 		$212K Buy
+3,637
New +$226K 0.1% 96

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KMG Fiduciary Partners's RDS.A Position: Q3 2019 in Review

KMG Fiduciary Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 3,637 shares — an estimated $237K sold.

KMG Fiduciary Partners first reported a position in RDS.A in Q4 2018 and held it in 3 quarters. The position peaked at $237K in Q2 2019. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

  • KMG Fiduciary Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
  • KMG Fiduciary Partners sold 3,637 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $237K.
  • KMG Fiduciary Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 3 quarters.
  • KMG Fiduciary Partners's Royal Dutch Shell PLC ADS Class A position peaked at $237K in Q2 2019.
  • 1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on KMG Fiduciary Partners's 13F filing for Q3 2019, filed 15 Oct 2019.