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RDS.A

Wealthfront’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-4
Closed – – 1169
2015
Q3 		$0 Sell
4
-34
-89% -$1.73K ﹤0.01% 1496
2015
Q2 		$2K Buy
+38
New +$2.18K ﹤0.01% 1207
2014
Q4 		– Sell
-71
Closed -$5K – 1058
2014
Q3 		$5K Buy
71
+58
+446% +$4.35K ﹤0.01% 557
2014
Q2 		$1K Buy
+13
New +$949 ﹤0.01% 590

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wealthfront's RDS.A Position: Q4 2015 in Review

Wealthfront sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2015, closing a stake of 4 shares.

Wealthfront first reported a position in RDS.A in Q2 2014 and held it in 4 quarters. The position peaked at $5K in Q3 2014. 767 funds tracked by Wall St. Rank hold RDS.A as of Q4 2015.

  • Wealthfront reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 4 Royal Dutch Shell PLC ADS Class A shares in Q4 2015.
  • Wealthfront first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2014 and held it in 4 quarters.
  • Wealthfront's Royal Dutch Shell PLC ADS Class A position peaked at $5K in Q3 2014.
  • 767 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.