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

Berman 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
2021 Q3	$23K	Sell	526 -131	-20%	-$5.29K	﹤0.01%	939
2021 Q2	$26K	Buy	657 +36	+6%	+$1.43K	﹤0.01%	820
2021 Q1	$23K	Buy	621 +530	+582%	+$21.3K	﹤0.01%	742
2020 Q4	$3K	Sell	91 -1,537	-94%	-$48K	﹤0.01%	1354
2020 Q3	$40K	Buy	1,628 +817	+101%	+$24.7K	0.01%	407
2020 Q2	$25K	Sell	811 -121	-13%	-$4.15K	0.01%	485
2020 Q1	$31K	Sell	932 -7	-0.7%	-$327	0.01%	391
2019 Q4	$54K	Buy	939 +334	+55%	+$19.5K	0.02%	316
2019 Q3	$34K	Sell	605 -542	-47%	-$32.2K	0.01%	377
2019 Q2	$73K	Buy	1,147 +206	+22%	+$13.2K	0.02%	249
2019 Q1	$57K	Sell	941 -117	-11%	-$7.23K	0.02%	257
2018 Q4	$61K	Buy	+1,058	New	+$65.6K	0.02%	235

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Berman Capital Advisors's RDS.A Position: Q3 2021 in Review

Berman Capital Advisors reduced its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 20% in Q3 2021, selling an estimated $5.29K and leaving 526 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Berman Capital Advisors first reported a position in RDS.A in Q4 2018 and has held it in 12 quarters since. The position peaked at $73K in Q2 2019. 784 funds tracked by Wall St. Rank hold RDS.A as of Q3 2021.

Berman Capital Advisors held 526 shares of Royal Dutch Shell PLC ADS Class A worth $23K as of Q3 2021.
Berman Capital Advisors sold 131 Royal Dutch Shell PLC ADS Class A shares in Q3 2021, an estimated $5.29K.
Royal Dutch Shell PLC ADS Class A made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #939 holding.
Berman Capital Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $73K in Q2 2019.
784 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.