SIG
RDS.A

Stanford Investment Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Stanford Investment Group’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
2016
Q2 		– Sell
-875
Closed -$42K – 368
2016
Q1 		$42K Hold
875
– – 0.02% 159
2015
Q4 		$40K Hold
875
– – 0.02% 150
2015
Q3 		$41K Hold
875
– – 0.03% 135
2015
Q2 		$50K Hold
875
– – 0.04% 127
2015
Q1 		$52K Hold
875
– – 0.04% 129
2014
Q4 		$59K Buy
+875
New +$60.5K 0.05% 125

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stanford Investment Group's RDS.A Position: Q2 2016 in Review

Stanford Investment Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2016, closing a stake of 875 shares — an estimated $42K sold.

Stanford Investment Group first reported a position in RDS.A in Q4 2014 and held it in 6 quarters. The position peaked at $59K in Q4 2014. 803 funds tracked by Wall St. Rank hold RDS.A as of Q2 2016.

  • Stanford Investment Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2016 after selling out during the quarter.
  • Stanford Investment Group sold 875 Royal Dutch Shell PLC ADS Class A shares in Q2 2016, an estimated $42K.
  • Stanford Investment Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2014 and held it in 6 quarters.
  • Stanford Investment Group's Royal Dutch Shell PLC ADS Class A position peaked at $59K in Q4 2014.
  • 803 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2016.

Based on Stanford Investment Group's 13F filing for Q2 2016, filed 10 Nov 2016.