RWP
RDS.A

RWA Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

RWA Wealth Partners’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
-1,149
Closed -$80K – 758
2018
Q2 		$80K Sell
1,149
-1,192
-51% -$82.6K 0.01% 350
2018
Q1 		$149K Sell
2,341
-3,894
-62% -$256K 0.02% 224
2017
Q4 		$416K Buy
6,235
+101
+2% +$6.37K 0.05% 172
2017
Q3 		$372K Sell
6,134
-74
-1% -$4.14K 0.04% 173
2017
Q2 		$330K Buy
6,208
+1,020
+20% +$54.6K 0.04% 154
2017
Q1 		$274K Buy
+5,188
New +$278K 0.04% 161

Other funds holding RDS.A

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RWA Wealth Partners's RDS.A Position: Q3 2018 in Review

RWA Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2018, closing a stake of 1,149 shares — an estimated $80K sold.

RWA Wealth Partners first reported a position in RDS.A in Q1 2017 and held it in 6 quarters. The position peaked at $416K in Q4 2017. 1,036 funds tracked by Wall St. Rank hold RDS.A as of Q3 2018.

  • RWA Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 1,149 Royal Dutch Shell PLC ADS Class A shares in Q3 2018, an estimated $80K.
  • RWA Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2017 and held it in 6 quarters.
  • RWA Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $416K in Q4 2017.
  • 1,036 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.