TFF
RDS.A

The Family Firm’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

The Family Firm’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
2017
Q4 		– Sell
-3,336
Closed -$202K – 136
2017
Q3 		$202K Buy
+3,336
New +$187K 0.08% 123
2015
Q3 		– Sell
-3,893
Closed -$210K – 117
2015
Q2 		$210K Sell
3,893
-59
-1% -$3.38K 0.11% 100
2015
Q1 		$220K Hold
3,952
– – 0.11% 101
2014
Q4 		$247K Buy
+3,952
New +$255K 0.13% 85

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

The Family Firm's RDS.A Position: Q4 2017 in Review

The Family Firm sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2017, closing a stake of 3,336 shares — an estimated $202K sold.

The Family Firm first reported a position in RDS.A in Q4 2014 and held it in 4 quarters. The position peaked at $247K in Q4 2014. 992 funds tracked by Wall St. Rank hold RDS.A as of Q4 2017.

  • The Family Firm reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2017 after selling out during the quarter.
  • The Family Firm sold 3,336 Royal Dutch Shell PLC ADS Class A shares in Q4 2017, an estimated $202K.
  • The Family Firm first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2014 and held it in 4 quarters.
  • The Family Firm's Royal Dutch Shell PLC ADS Class A position peaked at $247K in Q4 2014.
  • 992 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2017.

Based on The Family Firm's 13F filing for Q4 2017, filed 7 Feb 2018.