SFM
RDS.A

Signature Financial Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Signature Financial 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
Q4 		– Sell
-10,177
Closed -$694K – 167
2018
Q3 		$694K Hold
10,177
– – 0.12% 73
2018
Q2 		$705K Sell
10,177
-580
-5% -$40.2K 0.15% 73
2018
Q1 		$687K Buy
+10,757
New +$709K 0.14% 64

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Signature Financial Management's RDS.A Position: Q4 2018 in Review

Signature Financial Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2018, closing a stake of 10,177 shares — an estimated $694K sold.

Signature Financial Management first reported a position in RDS.A in Q1 2018 and held it in 3 quarters. The position peaked at $705K in Q2 2018. 1,006 funds tracked by Wall St. Rank hold RDS.A as of Q4 2018.

  • Signature Financial Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2018 after selling out during the quarter.
  • Signature Financial Management sold 10,177 Royal Dutch Shell PLC ADS Class A shares in Q4 2018, an estimated $694K.
  • Signature Financial Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 3 quarters.
  • Signature Financial Management's Royal Dutch Shell PLC ADS Class A position peaked at $705K 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 Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.