RC
RDS.A

RBO & Co’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

RBO & Co’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
-3,182
Closed -$217K – 62
2018
Q3 		$217K Hold
3,182
– – 0.05% 60
2018
Q2 		$220K Hold
3,182
– – 0.06% 67
2018
Q1 		$203K Hold
3,182
– – 0.05% 52
2017
Q4 		$212K Buy
+3,182
New +$201K 0.05% 51

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

RBO & Co's RDS.A Position: Q4 2018 in Review

RBO & Co sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2018, closing a stake of 3,182 shares — an estimated $217K sold.

RBO & Co first reported a position in RDS.A in Q4 2017 and held it in 4 quarters. The position peaked at $220K in Q2 2018. 1,006 funds tracked by Wall St. Rank hold RDS.A as of Q4 2018.

  • RBO & Co reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2018 after selling out during the quarter.
  • RBO & Co sold 3,182 Royal Dutch Shell PLC ADS Class A shares in Q4 2018, an estimated $217K.
  • RBO & Co first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 4 quarters.
  • RBO & Co's Royal Dutch Shell PLC ADS Class A position peaked at $220K in Q2 2018.
  • 1,006 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2018.

Based on RBO & Co's 13F filing for Q4 2018, filed 13 Feb 2019.