SBWM
RDS.A

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

Sunflower Bank Wealth 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
2019
Q3 		– Sell
-4,239
Closed -$276K – 135
2019
Q2 		$276K Sell
4,239
-200
-5% -$12.8K 0.09% 117
2019
Q1 		$278K Hold
4,439
– – 0.08% 116
2018
Q4 		$258K Sell
4,439
-390
-8% -$24.2K 0.08% 115
2018
Q3 		$329K Sell
4,829
-150
-3% -$10K 0.09% 113
2018
Q2 		$344K Hold
4,979
– – 0.1% 110
2018
Q1 		$317K Sell
4,979
-150
-3% -$9.88K 0.09% 111
2017
Q4 		$342K Sell
5,129
-150
-3% -$9.45K 0.09% 104
2017
Q3 		$320K Sell
5,279
-150
-3% -$8.39K 0.12% 74
2017
Q2 		$289K Sell
5,429
-500
-8% -$26.6K 0.1% 83
2017
Q1 		$308K Sell
5,929
-417
-7% -$21.7K 0.1% 76
2016
Q4 		$333K Sell
6,346
-517
-8% -$25.7K 0.12% 75
2016
Q3 		$332K Sell
6,863
-129
-2% -$6.31K 0.12% 76
2016
Q2 		$366K Hold
6,992
– – 0.13% 72
2016
Q1 		$321K Sell
6,992
-823
-11% -$34.9K 0.11% 73
2015
Q4 		$339K Buy
7,815
+30
+0.4% +$1.43K 0.12% 72
2015
Q3 		$349K Hold
7,785
– – 0.13% 69
2015
Q2 		$421K Sell
7,785
-117
-1% -$6.71K 0.14% 68
2015
Q1 		$441K Buy
7,902
+358
+5% +$21.2K 0.15% 73
2014
Q4 		$472K Buy
7,544
+4,674
+163% +$302K 0.15% 68
2014
Q3 		$204K Sell
2,870
-86
-3% -$6.45K 0.07% 94
2014
Q2 		$228K Sell
2,956
-102
-3% -$7.45K 0.09% 91
2014
Q1 		$209K Sell
3,058
-91
-3% -$6.08K 0.1% 95
2013
Q4 		$209K Sell
3,149
-134
-4% -$8.41K 0.11% 92
2013
Q3 		$201K Sell
3,283
-69
-2% -$4.22K 0.11% 88
2013
Q2 		$200K Buy
+3,352
New +$207K 0.11% 86

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sunflower Bank Wealth Management's RDS.A Position: Q3 2019 in Review

Sunflower Bank Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 4,239 shares — an estimated $276K sold.

Sunflower Bank Wealth Management first reported a position in RDS.A in Q2 2013 and held it in 25 quarters. The position peaked at $472K in Q4 2014. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

  • Sunflower Bank Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
  • Sunflower Bank Wealth Management sold 4,239 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $276K.
  • Sunflower Bank Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 25 quarters.
  • Sunflower Bank Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $472K in Q4 2014.
  • 1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.