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

Taylor Wealth Management Partners’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	-300	Closed	-$17K	–	122
2018 Q4	$17K	Hold	300	–	–	0.01%	74
2018 Q3	$20K	Hold	300	–	–	0.01%	86
2018 Q2	$21K	Hold	300	–	–	0.01%	91
2018 Q1	$19K	Hold	300	–	–	0.01%	91
2017 Q4	$20K	Hold	300	–	–	0.01%	112
2017 Q3	$18K	Hold	300	–	–	0.01%	115
2017 Q2	$16K	Hold	300	–	–	0.01%	120
2017 Q1	$16K	Hold	300	–	–	0.01%	121
2016 Q4	$16K	Sell	300 -100	-25%	-$5.15K	0.01%	124
2016 Q3	$20K	Hold	400	–	–	0.01%	109
2016 Q2	$22K	Hold	400	–	–	0.01%	103
2016 Q1	$19K	Hold	400	–	–	0.01%	102
2015 Q4	$18K	Hold	400	–	–	0.01%	103
2015 Q3	$19K	Hold	400	–	–	0.01%	102
2015 Q2	$23K	Hold	400	–	–	0.01%	123
2015 Q1	$24K	Buy	+400	New	+$25.4K	0.01%	108

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Taylor Wealth Management Partners's RDS.A Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2019, closing a stake of 300 shares — an estimated $17K sold.

Taylor Wealth Management Partners first reported a position in RDS.A in Q1 2015 and held it in 16 quarters. The position peaked at $24K in Q1 2015. 1,048 funds tracked by Wall St. Rank hold RDS.A as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 300 Royal Dutch Shell PLC ADS Class A shares in Q1 2019, an estimated $17K.
Taylor Wealth Management Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Royal Dutch Shell PLC ADS Class A position peaked at $24K in Q1 2015.
1,048 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.