Avantax Planning Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Avantax Planning 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
2020 Q1	–	Sell	-3,392	Closed	-$200K	–	321
2019 Q4	$200K	Sell	3,392 -543	-14%	-$31.7K	0.01%	297
2019 Q3	$232K	Sell	3,935 -191	-5%	-$11.3K	0.01%	274
2019 Q2	$266K	Sell	4,126 -918	-18%	-$58.7K	0.02%	250
2019 Q1	$316K	Buy	+5,044	New	+$312K	0.02%	223
2018 Q4	–	Sell	-3,211	Closed	-$219K	–	1322
2018 Q3	$219K	Buy	3,211 +38	+1%	+$2.54K	0.02%	227
2018 Q2	$220K	Buy	3,173 +40	+1%	+$2.77K	0.02%	220
2018 Q1	$200K	Buy	+3,133	New	+$206K	0.02%	292

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

Avantax Planning Partners's RDS.A Position: Q1 2020 in Review

Avantax Planning Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 3,392 shares — an estimated $200K sold.

Avantax Planning Partners first reported a position in RDS.A in Q1 2018 and held it in 7 quarters. The position peaked at $316K in Q1 2019. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Avantax Planning Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Avantax Planning Partners sold 3,392 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $200K.
Avantax Planning Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 7 quarters.
Avantax Planning Partners's Royal Dutch Shell PLC ADS Class A position peaked at $316K in Q1 2019.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.