ZIM
RDS.A

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

Zacks 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
2019
Q3 		– Sell
-4,544
Closed -$296K – 610
2019
Q2 		$296K Buy
4,544
+563
+14% +$36K 0.01% 489
2019
Q1 		$249K Buy
3,981
+29
+0.7% +$1.79K 0.01% 497
2018
Q4 		$230K Sell
3,952
-400
-9% -$24.8K 0.01% 474
2018
Q3 		$297K Buy
4,352
+157
+4% +$10.5K 0.01% 463
2018
Q2 		$290K Sell
4,195
-191
-4% -$13.2K 0.01% 485
2018
Q1 		$280K Sell
4,386
-1,081
-20% -$71.2K 0.01% 479
2017
Q4 		$365K Sell
5,467
-22
-0.4% -$1.39K 0.01% 482
2017
Q3 		$333K Buy
5,489
+38
+0.7% +$2.13K 0.01% 468
2017
Q2 		$290K Sell
5,451
-247
-4% -$13.2K 0.01% 492
2017
Q1 		$300K Sell
5,698
-631
-10% -$33.8K 0.01% 500
2016
Q4 		$344K Buy
6,329
+337
+6% +$17.4K 0.01% 484
2016
Q3 		$300K Buy
5,992
+2
+0% +$102 0.01% 504
2016
Q2 		$331K Buy
5,990
+16
+0.3% +$814 0.01% 488
2016
Q1 		$289K Buy
+5,974
New +$267K 0.01% 500
2015
Q4 		– Sell
-5,951
Closed -$282K – 676
2015
Q3 		$282K Buy
5,951
+12
+0.2% +$643 0.01% 518
2015
Q2 		$339K Sell
5,939
-452
-7% -$27.5K 0.01% 502
2015
Q1 		$381K Buy
6,391
+1,119
+21% +$71K 0.01% 467
2014
Q4 		$353K Sell
5,272
-588
-10% -$40.7K 0.01% 470
2014
Q3 		$446K Buy
5,860
+651
+12% +$52.3K 0.02% 437
2014
Q2 		$429K Sell
5,209
-1,055
-17% -$82.5K 0.02% 485
2014
Q1 		$458K Buy
6,264
+303
+5% +$21.7K 0.02% 426
2013
Q4 		$425K Sell
5,961
-962
-14% -$64.7K 0.02% 460
2013
Q3 		$455K Buy
+6,923
New +$453K 0.02% 366

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zacks Investment Management's RDS.A Position: Q3 2019 in Review

Zacks Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 4,544 shares — an estimated $296K sold.

Zacks Investment Management first reported a position in RDS.A in Q3 2013 and held it in 23 quarters. The position peaked at $458K in Q1 2014. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

  • Zacks Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
  • Zacks Investment Management sold 4,544 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $296K.
  • Zacks Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2013 and held it in 23 quarters.
  • Zacks Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $458K in Q1 2014.
  • 1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on Zacks Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.