MWC
RDS.A

MKD Wealth Coaches’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-814
Closed -$53K – 211
2019
Q2 		$53K Hold
814
– – 0.05% 89
2019
Q1 		$51K Hold
814
– – 0.05% 84
2018
Q4 		$47K Buy
+814
New +$50.5K 0.06% 84

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MKD Wealth Coaches's RDS.A Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 814 shares — an estimated $53K sold.

MKD Wealth Coaches first reported a position in RDS.A in Q4 2018 and held it in 3 quarters. The position peaked at $53K in Q2 2019. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 814 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $53K.
  • MKD Wealth Coaches first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's Royal Dutch Shell PLC ADS Class A position peaked at $53K in Q2 2019.
  • 1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.