UWPG
RDS.A

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

Ullmann Wealth Partners 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
2017
Q3 		– Sell
-1,181
Closed -$62K – 149
2017
Q2 		$62K Hold
1,181
– – 0.04% 86
2017
Q1 		$62K Buy
+1,181
New +$63.2K 0.05% 77

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Dimensional Fund Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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TIM
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
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Capital Research Global Investors
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Ullmann Wealth Partners Group's RDS.A Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2017, closing a stake of 1,181 shares — an estimated $62K sold.

Ullmann Wealth Partners Group first reported a position in RDS.A in Q1 2017 and held it in 2 quarters. The position peaked at $62K in Q2 2017. 874 funds tracked by Wall St. Rank hold RDS.A as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 1,181 Royal Dutch Shell PLC ADS Class A shares in Q3 2017, an estimated $62K.
  • Ullmann Wealth Partners Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Royal Dutch Shell PLC ADS Class A position peaked at $62K in Q2 2017.
  • 874 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.