MCIA
RDS.A

Mountain Capital Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-61
Closed -$4K – 471
2017
Q3 		$4K Sell
61
-662
-92% -$37K ﹤0.01% 378
2017
Q2 		$38K Buy
+723
New +$38.4K 0.04% 150

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mountain Capital Investment Advisors's RDS.A Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2017, closing a stake of 61 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in RDS.A in Q2 2017 and held it in 2 quarters. The position peaked at $38K in Q2 2017. 992 funds tracked by Wall St. Rank hold RDS.A as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 61 Royal Dutch Shell PLC ADS Class A shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $38K in Q2 2017.
  • 992 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.