KIG
RDS.A

Kovitz Investment Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$517K Sell
11,292
-100
-0.9% -$5.02K 0.03% 98
2015
Q3 		$540K Sell
11,392
-880
-7% -$47.2K 0.03% 78
2015
Q2 		$700K Sell
12,272
-250
-2% -$15.2K 0.04% 80
2015
Q1 		$747K Sell
12,522
-675
-5% -$42.8K 0.04% 76
2014
Q4 		$884K Hold
13,197
– – 0.04% 77
2014
Q3 		$1M Hold
13,197
– – 0.05% 68
2014
Q2 		$1.09M Sell
13,197
-452
-3% -$35.3K 0.06% 71
2014
Q1 		$889K Buy
13,649
+502
+4% +$35.9K 0.05% 72
2013
Q4 		$937K Sell
13,147
-602
-4% -$40.5K 0.04% 75
2013
Q3 		$903K Hold
13,749
– – 0.04% 74
2013
Q2 		$877K Buy
+13,749
New +$910K 0.04% 74

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Dodge & Cox
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Pzena Investment Management
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Invesco
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Wellington Management Group
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return