Rosenblum Silverman Sutton’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Rosenblum Silverman Sutton’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 Q3	–	Sell	-3,364	Closed	-$219K	–	60
2019 Q2	$219K	Buy	+3,364	New	+$215K	0.08%	57
2018 Q2	–	Sell	-4,114	Closed	-$263K	–	66
2018 Q1	$263K	Hold	4,114	–	–	0.09%	63
2017 Q4	$274K	Hold	4,114	–	–	0.1%	66
2017 Q3	$249K	Buy	+4,114	New	+$230K	0.09%	65
2015 Q3	–	Sell	-5,044	Closed	-$288K	–	72
2015 Q2	$288K	Buy	+5,044	New	+$307K	0.12%	69
2014 Q4	$350K	Hold	5,232	–	–	0.15%	69
2014 Q3	$398K	Hold	5,232	–	–	0.18%	64
2014 Q2	$431K	Hold	5,232	–	–	0.2%	58
2014 Q1	$382K	Hold	5,232	–	–	0.18%	64
2013 Q4	$373K	Sell	5,232 -50	-0.9%	-$3.36K	0.18%	67
2013 Q3	$347K	Buy	+5,282	New	+$346K	0.19%	61

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rosenblum Silverman Sutton's RDS.A Position: Q3 2019 in Review

Rosenblum Silverman Sutton sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 3,364 shares — an estimated $219K sold.

Rosenblum Silverman Sutton first reported a position in RDS.A in Q3 2013 and held it in 11 quarters. The position peaked at $431K in Q2 2014. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

Rosenblum Silverman Sutton reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
Rosenblum Silverman Sutton sold 3,364 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $219K.
Rosenblum Silverman Sutton first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2013 and held it in 11 quarters.
Rosenblum Silverman Sutton's Royal Dutch Shell PLC ADS Class A position peaked at $431K in Q2 2014.
1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on Rosenblum Silverman Sutton's 13F filing for Q3 2019, filed 1 Nov 2019.