LWA
RDS.A

Lowe Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Lowe Wealth 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
Q1 		– Sell
-62
Closed -$4K – 305
2018
Q4 		$4K Hold
62
– – ﹤0.01% 186
2018
Q3 		$4K Buy
+62
New +$4.14K ﹤0.01% 221
2015
Q3 		– Sell
-800
Closed -$46K – 251
2015
Q2 		$46K Hold
800
– – 0.03% 73
2015
Q1 		$48K Hold
800
– – 0.03% 71
2014
Q4 		$54K Buy
+800
New +$55.3K 0.04% 65

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lowe Wealth Advisors's RDS.A Position: Q1 2019 in Review

Lowe Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2019, closing a stake of 62 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in RDS.A in Q4 2014 and held it in 5 quarters. The position peaked at $54K in Q4 2014. 1,048 funds tracked by Wall St. Rank hold RDS.A as of Q1 2019.

  • Lowe Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2019 after selling out during the quarter.
  • Lowe Wealth Advisors sold 62 Royal Dutch Shell PLC ADS Class A shares in Q1 2019, an estimated $4K.
  • Lowe Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2014 and held it in 5 quarters.
  • Lowe Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $54K in Q4 2014.
  • 1,048 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2019.

Based on Lowe Wealth Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.