OBWP
RDS.A

O'Brien Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

O'Brien Wealth 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
2018
Q4 		– Sell
-111
Closed -$8K – 213
2018
Q3 		$8K Hold
111
– – 0.01% 137
2018
Q2 		$8K Hold
111
– – 0.01% 64
2018
Q1 		$7K Buy
+111
New +$7.31K ﹤0.01% 130

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Brien Wealth Partners's RDS.A Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2018, closing a stake of 111 shares — an estimated $8K sold.

O'Brien Wealth Partners first reported a position in RDS.A in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 1,006 funds tracked by Wall St. Rank hold RDS.A as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 111 Royal Dutch Shell PLC ADS Class A shares in Q4 2018, an estimated $8K.
  • O'Brien Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $8K 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 O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.