Advocacy Wealth Management Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Advocacy Wealth Management Services’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
2020 Q1	–	Sell	-277	Closed	-$16K	–	151
2019 Q4	$16K	Sell	277 -6	-2%	-$350	﹤0.01%	108
2019 Q3	$17K	Hold	283	–	–	0.01%	104
2019 Q2	$18K	Hold	283	–	–	0.01%	104
2019 Q1	$18K	Hold	283	–	–	0.02%	87
2018 Q4	$16K	Hold	283	–	–	0.01%	95
2018 Q3	$19K	Hold	283	–	–	0.01%	97
2018 Q2	$20K	Hold	283	–	–	0.01%	90
2018 Q1	$18K	Hold	283	–	–	0.01%	100
2017 Q4	$19K	Hold	283	–	–	0.01%	115
2017 Q3	$17K	Hold	283	–	–	0.01%	146
2017 Q2	$15K	Sell	283 -500	-64%	-$26.8K	0.01%	159
2017 Q1	$41K	Hold	783	–	–	0.01%	83
2016 Q4	$42K	Sell	783 -6	-0.8%	-$309	0.01%	85
2016 Q3	$40K	Hold	789	–	–	0.02%	132
2016 Q2	$44K	Sell	789 -23	-3%	-$1.17K	0.02%	160
2016 Q1	$39K	Buy	812 +23	+3%	+$1.03K	0.03%	208
2015 Q4	$36K	Buy	+789	New	+$39.6K	0.04%	196
2013 Q3	$13K	Hold	200	–	–	0.04%	216
2013 Q2	$13K	Buy	+200	New	+$13.2K	0.05%	174

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Advocacy Wealth Management Services's RDS.A Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 277 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in RDS.A in Q2 2013 and held it in 19 quarters. The position peaked at $44K in Q2 2016. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Advocacy Wealth Management Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 277 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $16K.
Advocacy Wealth Management Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 19 quarters.
Advocacy Wealth Management Services's Royal Dutch Shell PLC ADS Class A position peaked at $44K in Q2 2016.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.