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

MinichMacGregor 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
2018 Q4	–	Sell	-427	Closed	-$29K	–	562
2018 Q3	$29K	Sell	427 -9	-2%	-$601	0.02%	173
2018 Q2	$29K	Buy	436 +6	+1%	+$416	0.02%	172
2018 Q1	$27K	Buy	430 +356	+481%	+$23.4K	0.02%	174
2017 Q4	$4K	Buy	74 +21	+40%	+$1.32K	﹤0.01%	389
2017 Q3	$3K	Hold	53	–	–	﹤0.01%	389
2017 Q2	$2K	Hold	53	–	–	﹤0.01%	399
2017 Q1	$2K	Hold	53	–	–	﹤0.01%	390
2016 Q4	$2K	Hold	53	–	–	﹤0.01%	389
2016 Q3	$2K	Hold	53	–	–	﹤0.01%	388
2016 Q2	$2K	Hold	53	–	–	﹤0.01%	376
2016 Q1	$2K	Hold	53	–	–	﹤0.01%	363
2015 Q4	$3K	Buy	+53	New	+$2.66K	﹤0.01%	321

Other funds holding RDS.A

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

TIM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MinichMacGregor Wealth Management's RDS.A Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2018, closing a stake of 427 shares — an estimated $29K sold.

MinichMacGregor Wealth Management first reported a position in RDS.A in Q4 2015 and held it in 12 quarters. The position peaked at $29K in Q3 2018. 1,006 funds tracked by Wall St. Rank hold RDS.A as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 427 Royal Dutch Shell PLC ADS Class A shares in Q4 2018, an estimated $29K.
MinichMacGregor Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $29K in Q3 2018.
1,006 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.