Westside Investment Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Westside Investment Management’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
2018 Q4	$11.1K	Sell	191 -582	-75%	-$36.1K	﹤0.01%	450
2018 Q3	$54.4K	Buy	773 +373	+93%	+$24.9K	0.02%	254
2018 Q2	$27.4K	Buy	400 +57	+17%	+$3.95K	0.01%	356
2018 Q1	$21.5K	Buy	343 +2	+0.6%	+$132	0.01%	377
2017 Q4	$23.5K	Buy	341 +152	+80%	+$9.58K	0.01%	379
2017 Q3	$11.4K	Buy	189 +3	+2%	+$168	0.01%	520
2017 Q2	$9.82K	Buy	186 +3	+2%	+$161	0.01%	540
2017 Q1	$9.63K	Buy	+183	New	+$9.79K	﹤0.01%	509

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westside Investment Management's RDS.A Position: Q4 2018 in Review

Westside Investment Management reduced its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 75% in Q4 2018, selling an estimated $36.1K and leaving 191 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Westside Investment Management first reported a position in RDS.A in Q1 2017 and has held it in 8 quarters since. The position peaked at $54.4K in Q3 2018. 1,006 funds tracked by Wall St. Rank hold RDS.A as of Q4 2018.

Westside Investment Management held 191 shares of Royal Dutch Shell PLC ADS Class A worth $11.1K as of Q4 2018.
Westside Investment Management sold 582 Royal Dutch Shell PLC ADS Class A shares in Q4 2018, an estimated $36.1K.
Royal Dutch Shell PLC ADS Class A made up ﹤0.01% of Westside Investment Management's portfolio in Q4 2018, its #450 holding.
Westside Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2017 and has held it in 8 quarters since.
Westside Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $54.4K in Q3 2018.
1,006 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.