LWM
RDS.A

LBA Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

LBA Wealth Management’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
Q1 		$26K Hold
500
– – 0.01% 253
2016
Q4 		$27K Hold
500
– – 0.01% 237
2016
Q3 		$25K Buy
+500
New +$25.5K 0.01% 250

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

LBA Wealth Management's RDS.A Position: Q1 2017 in Review

LBA Wealth Management held its Royal Dutch Shell PLC ADS Class A (RDS.A) position steady in Q1 2017 at 500 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #253.

LBA Wealth Management first reported a position in RDS.A in Q3 2016 and has held it in 3 quarters since. The position peaked at $27K in Q4 2016. 842 funds tracked by Wall St. Rank hold RDS.A as of Q1 2017.

  • LBA Wealth Management held 500 shares of Royal Dutch Shell PLC ADS Class A worth $26K as of Q1 2017.
  • LBA Wealth Management left its Royal Dutch Shell PLC ADS Class A share count unchanged in Q1 2017.
  • Royal Dutch Shell PLC ADS Class A made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #253 holding.
  • LBA Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2016 and has held it in 3 quarters since.
  • LBA Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $27K in Q4 2016.
  • 842 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.