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RDS.A

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

WealthOne’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
-1,275
Closed -$74K – 589
2018
Q4 		$74K Buy
+1,275
New +$79.1K 0.06% 147

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthOne's RDS.A Position: Q1 2019 in Review

WealthOne sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2019, closing a stake of 1,275 shares — an estimated $74K sold.

WealthOne first reported a position in RDS.A in Q4 2018 and held it in 1 quarter. The position peaked at $74K in Q4 2018. 1,048 funds tracked by Wall St. Rank hold RDS.A as of Q1 2019.

  • WealthOne reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,275 Royal Dutch Shell PLC ADS Class A shares in Q1 2019, an estimated $74K.
  • WealthOne first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 1 quarter.
  • WealthOne's Royal Dutch Shell PLC ADS Class A position peaked at $74K in Q4 2018.
  • 1,048 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.