LJHT
RDS.A

Laurie J. Hall Trustee’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Laurie J. Hall Trustee’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
Q3 		– Sell
-200
Closed -$10.6K – 303
2017
Q2 		$10.6K Hold
200
– – 0.01% 245
2017
Q1 		$10.5K Hold
200
– – 0.01% 243
2016
Q4 		$11K Buy
+200
New +$10.3K 0.01% 236
2016
Q2 		$11K Hold
200
– – 0.01% 232
2016
Q1 		$11K Buy
+200
New +$8.94K 0.01% 202
2015
Q4 		– Hold
0
– – – 188

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Laurie J. Hall Trustee's RDS.A Position: Q3 2017 in Review

Laurie J. Hall Trustee sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2017, closing a stake of 200 shares — an estimated $10.6K sold.

Laurie J. Hall Trustee first reported a position in RDS.A in Q1 2016 and held it in 5 quarters. The position peaked at $11K in Q4 2016. 874 funds tracked by Wall St. Rank hold RDS.A as of Q3 2017.

  • Laurie J. Hall Trustee reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2017 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 200 Royal Dutch Shell PLC ADS Class A shares in Q3 2017, an estimated $10.6K.
  • Laurie J. Hall Trustee first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2016 and held it in 5 quarters.
  • Laurie J. Hall Trustee's Royal Dutch Shell PLC ADS Class A position peaked at $11K in Q4 2016.
  • 874 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2017.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2017, filed 2 Oct 2017.