MCWS
RDS.A

McKinley Carter Wealth Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

McKinley Carter Wealth Services’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
-400
Closed -$26K – 418
2018
Q1 		$26K Buy
+400
New +$26.3K 0.01% 313

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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

McKinley Carter Wealth Services's RDS.A Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2018, closing a stake of 400 shares — an estimated $26K sold.

McKinley Carter Wealth Services first reported a position in RDS.A in Q1 2018 and held it in 1 quarter. The position peaked at $26K in Q1 2018. 1,022 funds tracked by Wall St. Rank hold RDS.A as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 400 Royal Dutch Shell PLC ADS Class A shares in Q2 2018, an estimated $26K.
  • McKinley Carter Wealth Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Royal Dutch Shell PLC ADS Class A position peaked at $26K in Q1 2018.
  • 1,022 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.