WRM
RDS.A

Weybosset Research & Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Weybosset Research & 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
2017
Q4 		– Sell
-3,750
Closed -$227K – 60
2017
Q3 		$227K Buy
+3,750
New +$210K 0.15% 54
2014
Q4 		– Sell
-2,725
Closed -$207K – 56
2014
Q3 		$207K Hold
2,725
– – 0.14% 50
2014
Q2 		$224K Buy
+2,725
New +$213K 0.14% 50

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Weybosset Research & Management's RDS.A Position: Q4 2017 in Review

Weybosset Research & Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2017, closing a stake of 3,750 shares — an estimated $227K sold.

Weybosset Research & Management first reported a position in RDS.A in Q2 2014 and held it in 3 quarters. The position peaked at $227K in Q3 2017. 992 funds tracked by Wall St. Rank hold RDS.A as of Q4 2017.

  • Weybosset Research & Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2017 after selling out during the quarter.
  • Weybosset Research & Management sold 3,750 Royal Dutch Shell PLC ADS Class A shares in Q4 2017, an estimated $227K.
  • Weybosset Research & Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2014 and held it in 3 quarters.
  • Weybosset Research & Management's Royal Dutch Shell PLC ADS Class A position peaked at $227K in Q3 2017.
  • 992 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2017.

Based on Weybosset Research & Management's 13F filing for Q4 2017, filed 5 Feb 2018.