PAM
RDS.A

Peak Asset Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Peak Asset Management’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
Q3 		– Sell
-2,890
Closed -$200K – 132
2018
Q2 		$200K Buy
+2,890
New +$200K 0.07% 123

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Peak Asset Management's RDS.A Position: Q3 2018 in Review

Peak Asset Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2018, closing a stake of 2,890 shares — an estimated $200K sold.

Peak Asset Management first reported a position in RDS.A in Q2 2018 and held it in 1 quarter. The position peaked at $200K in Q2 2018. 1,035 funds tracked by Wall St. Rank hold RDS.A as of Q3 2018.

  • Peak Asset Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2018 after selling out during the quarter.
  • Peak Asset Management sold 2,890 Royal Dutch Shell PLC ADS Class A shares in Q3 2018, an estimated $200K.
  • Peak Asset Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2018 and held it in 1 quarter.
  • Peak Asset Management's Royal Dutch Shell PLC ADS Class A position peaked at $200K in Q2 2018.
  • 1,035 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2018.

Based on Peak Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.