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

Atlas Capital 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 Q2	–	Sell	-256	Closed	-$8.93K	–	748
2020 Q1	$8.93K	Sell	256 -6,355	-96%	-$297K	﹤0.01%	589
2019 Q4	$390K	Buy	6,611 +3,108	+89%	+$181K	0.1%	223
2019 Q3	$206K	Sell	3,503 -6,779	-66%	-$402K	0.06%	307
2019 Q2	$669K	Buy	10,282 +8,282	+414%	+$530K	0.22%	125
2019 Q1	$125K	Hold	2,000	–	–	0.05%	333
2018 Q4	$117K	Buy	+2,000	New	+$124K	0.05%	324
2018 Q2	–	Sell	-4,000	Closed	-$255K	–	575
2018 Q1	$255K	Buy	+4,000	New	+$263K	0.08%	259

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Capital Advisors's RDS.A Position: Q2 2020 in Review

Atlas Capital Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 256 shares — an estimated $8.93K sold.

Atlas Capital Advisors first reported a position in RDS.A in Q1 2018 and held it in 7 quarters. The position peaked at $669K in Q2 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

Atlas Capital Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
Atlas Capital Advisors sold 256 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $8.93K.
Atlas Capital Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 7 quarters.
Atlas Capital Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $669K in Q2 2019.
769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Atlas Capital Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.