SWMG
RDS.A

Strategic Wealth Management Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Strategic Wealth Management 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
2019
Q1 		– Sell
-3,458
Closed -$201K – 86
2018
Q4 		$201K Buy
+3,458
New +$214K 0.19% 76

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

Strategic Wealth Management Group's RDS.A Position: Q1 2019 in Review

Strategic Wealth Management Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2019, closing a stake of 3,458 shares — an estimated $201K sold.

Strategic Wealth Management Group first reported a position in RDS.A in Q4 2018 and held it in 1 quarter. The position peaked at $201K in Q4 2018. 1,048 funds tracked by Wall St. Rank hold RDS.A as of Q1 2019.

  • Strategic Wealth Management Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2019 after selling out during the quarter.
  • Strategic Wealth Management Group sold 3,458 Royal Dutch Shell PLC ADS Class A shares in Q1 2019, an estimated $201K.
  • Strategic Wealth Management Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 1 quarter.
  • Strategic Wealth Management Group's Royal Dutch Shell PLC ADS Class A position peaked at $201K in Q4 2018.
  • 1,048 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2019.

Based on Strategic Wealth Management Group's 13F filing for Q1 2019, filed 10 Apr 2019.