Lehman Financial Resources’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Lehman Financial Resources’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	–	Sell	-2,000	Closed	-$94K	–	393
2015 Q3	$94K	Sell	2,000 -304	-13%	-$16.3K	0.05%	101
2015 Q2	$131K	Buy	2,304 +1,104	+92%	+$67.2K	0.06%	74
2015 Q1	$72K	Buy	1,200 +600	+100%	+$38K	0.03%	127
2014 Q4	$40K	Buy	600 +400	+200%	+$27.7K	0.02%	166
2014 Q3	$15K	Hold	200	–	–	0.01%	270
2014 Q2	$16K	Hold	200	–	–	0.01%	259
2014 Q1	$15K	Hold	200	–	–	0.01%	254
2013 Q4	$14K	Sell	200 -3,500	-95%	-$235K	0.01%	253
2013 Q3	$243K	Buy	3,700 +700	+23%	+$45.8K	0.16%	52
2013 Q2	$191K	Buy	+3,000	New	+$199K	0.13%	52

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lehman Financial Resources's RDS.A Position: Q4 2015 in Review

Lehman Financial Resources sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2015, closing a stake of 2,000 shares — an estimated $94K sold.

Lehman Financial Resources first reported a position in RDS.A in Q2 2013 and held it in 10 quarters. The position peaked at $243K in Q3 2013. 766 funds tracked by Wall St. Rank hold RDS.A as of Q4 2015.

Lehman Financial Resources reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 2,000 Royal Dutch Shell PLC ADS Class A shares in Q4 2015, an estimated $94K.
Lehman Financial Resources first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Royal Dutch Shell PLC ADS Class A position peaked at $243K in Q3 2013.
766 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.