MWM
RDS.A

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

Mascoma 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
2019
Q2 		– Sell
-35
Closed -$2K – 420
2019
Q1 		$2K Buy
+35
New +$2.16K ﹤0.01% 364

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mascoma Wealth Management's RDS.A Position: Q2 2019 in Review

Mascoma Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2019, closing a stake of 35 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in RDS.A in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 1,039 funds tracked by Wall St. Rank hold RDS.A as of Q2 2019.

  • Mascoma Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 35 Royal Dutch Shell PLC ADS Class A shares in Q2 2019, an estimated $2K.
  • Mascoma Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2019 and held it in 1 quarter.
  • Mascoma Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $2K in Q1 2019.
  • 1,039 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.