Mariner Independent Advisor Network’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Mariner Independent Advisor Network’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
2018 Q2	–	Sell	-11,031	Closed	-$703K	–	332
2018 Q1	$703K	Sell	11,031 -155	-1%	-$10.2K	0.04%	256
2017 Q4	$746K	Buy	+11,186	New	+$705K	0.08%	210
2017 Q2	–	Sell	-10,084	Closed	-$532K	–	364
2017 Q1	$532K	Sell	10,084 -7,812	-44%	-$418K	0.06%	153
2016 Q4	$973K	Buy	+17,896	New	+$922K	0.16%	97
2015 Q1	–	Sell	-3,501	Closed	-$234K	–	172
2014 Q4	$234K	Buy	3,501 +533	+18%	+$36.9K	0.11%	147
2014 Q3	$226K	Sell	2,968 -250	-8%	-$20.1K	0.12%	118
2014 Q2	$265K	Buy	+3,218	New	+$252K	0.13%	105

Other funds holding RDS.A

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mariner Independent Advisor Network's RDS.A Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2018, closing a stake of 11,031 shares — an estimated $703K sold.

Mariner Independent Advisor Network first reported a position in RDS.A in Q2 2014 and held it in 7 quarters. The position peaked at $973K in Q4 2016. 1,022 funds tracked by Wall St. Rank hold RDS.A as of Q2 2018.

Mariner Independent Advisor Network reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,031 Royal Dutch Shell PLC ADS Class A shares in Q2 2018, an estimated $703K.
Mariner Independent Advisor Network first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2014 and held it in 7 quarters.
Mariner Independent Advisor Network's Royal Dutch Shell PLC ADS Class A position peaked at $973K in Q4 2016.
1,022 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.