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

Arete Wealth 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
2020 Q1	–	Sell	-3,809	Closed	-$225K	–	428
2019 Q4	$225K	Buy	+3,809	New	+$222K	0.04%	352
2019 Q3	–	Sell	-3,382	Closed	-$221K	–	442
2019 Q2	$221K	Sell	3,382 -415	-11%	-$26.5K	0.04%	348
2019 Q1	$238K	Buy	+3,797	New	+$235K	0.05%	327
2018 Q4	–	Sell	-3,086	Closed	-$211K	–	417
2018 Q3	$211K	Buy	+3,086	New	+$206K	0.05%	337

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

Arete Wealth Advisors's RDS.A Position: Q1 2020 in Review

Arete Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 3,809 shares — an estimated $225K sold.

Arete Wealth Advisors first reported a position in RDS.A in Q3 2018 and held it in 4 quarters. The position peaked at $238K in Q1 2019. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Arete Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Arete Wealth Advisors sold 3,809 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $225K.
Arete Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2018 and held it in 4 quarters.
Arete Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $238K in Q1 2019.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Arete Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.