WCF
RDS.A

West Coast Financial’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

West Coast Financial’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
Q1 		– Sell
-4,918
Closed -$267K – 128
2016
Q4 		$267K Sell
4,918
-350
-7% -$18K 0.08% 110
2016
Q3 		$264K Buy
+5,268
New +$269K 0.08% 117

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

West Coast Financial's RDS.A Position: Q1 2017 in Review

West Coast Financial sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2017, closing a stake of 4,918 shares — an estimated $267K sold.

West Coast Financial first reported a position in RDS.A in Q3 2016 and held it in 2 quarters. The position peaked at $267K in Q4 2016. 842 funds tracked by Wall St. Rank hold RDS.A as of Q1 2017.

  • West Coast Financial reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2017 after selling out during the quarter.
  • West Coast Financial sold 4,918 Royal Dutch Shell PLC ADS Class A shares in Q1 2017, an estimated $267K.
  • West Coast Financial first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2016 and held it in 2 quarters.
  • West Coast Financial's Royal Dutch Shell PLC ADS Class A position peaked at $267K in Q4 2016.
  • 842 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2017.

Based on West Coast Financial's 13F filing for Q1 2017, filed 20 Apr 2017.