OWA
RDS.A

One Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-205
Closed -$13K – 536
2019
Q1 		$13K Sell
205
-5,982
-97% -$370K 0.01% 302
2018
Q4 		$371K Buy
6,187
+5,982
+2,918% +$371K 0.37% 43
2018
Q3 		$14K Hold
205
– – 0.01% 342
2018
Q2 		$14K Buy
+205
New +$14.2K 0.01% 330
2018
Q1 		– Sell
-240
Closed -$16K – 606
2017
Q4 		$16K Buy
+240
New +$15.1K 0.01% 340

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

One Wealth Advisors's RDS.A Position: Q2 2019 in Review

One Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2019, closing a stake of 205 shares — an estimated $13K sold.

One Wealth Advisors first reported a position in RDS.A in Q4 2017 and held it in 5 quarters. The position peaked at $371K in Q4 2018. 1,039 funds tracked by Wall St. Rank hold RDS.A as of Q2 2019.

  • One Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 205 Royal Dutch Shell PLC ADS Class A shares in Q2 2019, an estimated $13K.
  • One Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $371K in Q4 2018.
  • 1,039 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.