NFP
RDS.A

Narus Financial Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Narus Financial Partners’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
Q3 		$374K Buy
6,181
+75
+1% +$4.19K 0.33% 48
2017
Q2 		$325K Sell
6,106
-600
-9% -$32.1K 0.3% 46
2017
Q1 		$354K Sell
6,706
-100
-1% -$5.35K 0.34% 38
2016
Q4 		$370K Buy
+6,806
New +$351K 0.39% 38

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Narus Financial Partners's RDS.A Position: Q3 2017 in Review

Narus Financial Partners increased its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 1.2% in Q3 2017, buying an estimated $4.19K and bringing the position to 6,181 shares worth $374K. The position accounts for 0.33% of the portfolio, ranked #48.

Narus Financial Partners first reported a position in RDS.A in Q4 2016 and has held it in 4 quarters since. 874 funds tracked by Wall St. Rank hold RDS.A as of Q3 2017.

  • Narus Financial Partners held 6,181 shares of Royal Dutch Shell PLC ADS Class A worth $374K as of Q3 2017.
  • Narus Financial Partners bought 75 Royal Dutch Shell PLC ADS Class A shares in Q3 2017, an estimated $4.19K.
  • Royal Dutch Shell PLC ADS Class A made up 0.33% of Narus Financial Partners's portfolio in Q3 2017, its #48 holding.
  • Narus Financial Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and has held it in 4 quarters since.
  • 874 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2017.

Based on Narus Financial Partners's 13F filing for Q3 2017, filed 15 Nov 2017.