PFS
RDS.A

Physicians Financial Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Physicians Financial Services’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
Q1 		– Sell
-214
Closed -$12K – 281
2016
Q4 		$12K Hold
214
– – 0.01% 228
2016
Q3 		$10K Hold
214
– – 0.01% 232
2016
Q2 		$12K Hold
214
– – 0.01% 219
2016
Q1 		$10K Buy
214
+158
+282% +$7.07K 0.01% 223
2015
Q4 		$3K Buy
+56
New +$2.81K ﹤0.01% 286

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Physicians Financial Services's RDS.A Position: Q1 2017 in Review

Physicians Financial Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2017, closing a stake of 214 shares — an estimated $12K sold.

Physicians Financial Services first reported a position in RDS.A in Q4 2015 and held it in 5 quarters. The position peaked at $12K in Q4 2016. 842 funds tracked by Wall St. Rank hold RDS.A as of Q1 2017.

  • Physicians Financial Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 214 Royal Dutch Shell PLC ADS Class A shares in Q1 2017, an estimated $12K.
  • Physicians Financial Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Royal Dutch Shell PLC ADS Class A position peaked at $12K in Q4 2016.
  • 842 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.