YorkBridge Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-1,254	Closed	-$82K	–	719
2019 Q2	$82K	Buy	1,254 +300	+31%	+$19.2K	0.04%	317
2019 Q1	$60K	Sell	954 -300	-24%	-$18.5K	0.03%	343
2018 Q4	$73K	Hold	1,254	–	–	0.04%	291
2018 Q3	$87K	Sell	1,254 -400	-24%	-$26.7K	0.04%	304
2018 Q2	$115K	Sell	1,654 -2,203	-57%	-$153K	0.05%	270
2018 Q1	$263K	Hold	3,857	–	–	0.12%	156
2017 Q4	$249K	Sell	3,857 -1,137	-23%	-$71.7K	0.12%	159
2017 Q3	$303K	Buy	4,994 +219	+5%	+$12.2K	0.16%	129
2017 Q2	$256K	Buy	4,775 +2,840	+147%	+$152K	0.14%	149
2017 Q1	$101K	Buy	1,935 +610	+46%	+$32.6K	0.05%	263
2016 Q4	$66K	Buy	+1,325	New	+$68.2K	0.04%	318

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

YorkBridge Wealth Partners's RDS.A Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 1,254 shares — an estimated $82K sold.

YorkBridge Wealth Partners first reported a position in RDS.A in Q4 2016 and held it in 11 quarters. The position peaked at $303K in Q3 2017. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,254 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $82K.
YorkBridge Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $303K in Q3 2017.
1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.