LFA
RDS.A

Legacy Financial Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-1,786
Closed -$112K – 994
2019
Q1 		$112K Sell
1,786
-44
-2% -$2.72K 0.04% 148
2018
Q4 		$107K Sell
1,830
-86
-4% -$5.33K 0.04% 139
2018
Q3 		$130K Sell
1,916
-87
-4% -$5.81K 0.05% 141
2018
Q2 		$140K Buy
2,003
+18
+0.9% +$1.25K 0.05% 131
2018
Q1 		$135K Buy
1,985
+176
+10% +$11.6K 0.05% 143
2017
Q4 		$120K Buy
+1,809
New +$114K 0.05% 162

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 $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Financial Advisors's RDS.A Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2019, closing a stake of 1,786 shares — an estimated $112K sold.

Legacy Financial Advisors first reported a position in RDS.A in Q4 2017 and held it in 6 quarters. The position peaked at $140K in Q2 2018. 1,039 funds tracked by Wall St. Rank hold RDS.A as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,786 Royal Dutch Shell PLC ADS Class A shares in Q2 2019, an estimated $112K.
  • Legacy Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $140K in Q2 2018.
  • 1,039 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.