WA
RDS.A

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

WFG Advisors’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
Q2 		$179K Buy
3,357
+68
+2% +$3.61K 0.04% 393
2017
Q1 		$171K Sell
3,289
-652
-17% -$34K 0.05% 365
2016
Q4 		$207K Sell
3,941
-1,528
-28% -$76K 0.05% 373
2016
Q3 		$264K Buy
5,469
+1,476
+37% +$72.2K 0.07% 302
2016
Q2 		$209K Sell
3,993
-348
-8% -$16.8K 0.06% 328
2016
Q1 		$199K Buy
4,341
+386
+10% +$16.4K 0.06% 304
2015
Q4 		$172K Sell
3,955
-163
-4% -$7.76K 0.05% 325
2015
Q3 		$185K Buy
4,118
+272
+7% +$13.8K 0.06% 310
2015
Q2 		$208K Buy
3,846
+36
+0.9% +$2.06K 0.06% 338
2015
Q1 		$212K Sell
3,810
-2,019
-35% -$120K 0.06% 336
2014
Q4 		$364K Sell
5,829
-706
-11% -$45.6K 0.07% 299
2014
Q3 		$465K Buy
6,535
+913
+16% +$68.5K 0.09% 269
2014
Q2 		$433K Buy
5,622
+137
+2% +$10K 0.08% 284
2014
Q1 		$374K Sell
5,485
-420
-7% -$28K 0.08% 293
2013
Q4 		$393K Buy
5,905
+205
+4% +$12.9K 0.06% 360
2013
Q3 		$350K Buy
5,700
+423
+8% +$25.9K 0.05% 359
2013
Q2 		$314K Buy
+5,277
New +$326K 0.05% 362

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

WFG Advisors's RDS.A Position: Q2 2017 in Review

WFG Advisors increased its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 2.1% in Q2 2017, buying an estimated $3.61K and bringing the position to 3,357 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #393.

WFG Advisors first reported a position in RDS.A in Q2 2013 and has held it in 17 quarters since. The position peaked at $465K in Q3 2014. 834 funds tracked by Wall St. Rank hold RDS.A as of Q2 2017.

  • WFG Advisors held 3,357 shares of Royal Dutch Shell PLC ADS Class A worth $179K as of Q2 2017.
  • WFG Advisors bought 68 Royal Dutch Shell PLC ADS Class A shares in Q2 2017, an estimated $3.61K.
  • Royal Dutch Shell PLC ADS Class A made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #393 holding.
  • WFG Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $465K in Q3 2014.
  • 834 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.