SVWA
RDS.A

Sound View Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Sound View Wealth Advisors’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
Q1 		$337K Buy
5,391
+1,327
+33% +$82K 0.11% 172
2018
Q4 		$237K Buy
+4,064
New +$252K 0.09% 205

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 $295B AUM 31.6% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors's RDS.A Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 33% in Q1 2019, buying an estimated $82K and bringing the position to 5,391 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #172.

Sound View Wealth Advisors first reported a position in RDS.A in Q4 2018 and has held it in 2 quarters since. 1,048 funds tracked by Wall St. Rank hold RDS.A as of Q1 2019.

  • Sound View Wealth Advisors held 5,391 shares of Royal Dutch Shell PLC ADS Class A worth $337K as of Q1 2019.
  • Sound View Wealth Advisors bought 1,327 Royal Dutch Shell PLC ADS Class A shares in Q1 2019, an estimated $82K.
  • Royal Dutch Shell PLC ADS Class A made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #172 holding.
  • Sound View Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and has held it in 2 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.