BSW
RDS.A

Buckingham Strategic Wealth’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Buckingham Strategic Wealth’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
-7,337
Closed -$256K – 495
2020
Q1 		$256K Buy
7,337
+2,117
+41% +$98.9K 0.02% 380
2019
Q4 		$308K Buy
5,220
+467
+10% +$27.3K 0.03% 356
2019
Q3 		$280K Buy
4,753
+276
+6% +$16.4K 0.03% 335
2019
Q2 		$291K Buy
4,477
+973
+28% +$62.2K 0.03% 350
2019
Q1 		$219K Buy
+3,504
New +$217K 0.03% 373
2018
Q4 		– Sell
-3,214
Closed -$219K – 392
2018
Q3 		$219K Sell
3,214
-1,299
-29% -$86.7K 0.03% 331
2018
Q2 		$312K Buy
+4,513
New +$313K 0.05% 257
2018
Q1 		– Sell
-3,293
Closed -$220K – 352
2017
Q4 		$220K Buy
+3,293
New +$208K 0.05% 286
2017
Q1 		– Sell
-4,507
Closed -$245K – 273
2016
Q4 		$245K Sell
4,507
-283
-6% -$14.6K 0.08% 191
2016
Q3 		$240K Sell
4,790
-309
-6% -$15.8K 0.08% 189
2016
Q2 		$282K Buy
5,099
+46
+0.9% +$2.34K 0.1% 164
2016
Q1 		$245K Buy
+5,053
New +$226K 0.08% 185
2014
Q4 		– Sell
-3,215
Closed -$245K – 216
2014
Q3 		$245K Buy
+3,215
New +$258K 0.1% 143

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckingham Strategic Wealth's RDS.A Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 7,337 shares — an estimated $256K sold.

Buckingham Strategic Wealth first reported a position in RDS.A in Q3 2014 and held it in 13 quarters. The position peaked at $312K in Q2 2018. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 7,337 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $256K.
  • Buckingham Strategic Wealth first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2014 and held it in 13 quarters.
  • Buckingham Strategic Wealth's Royal Dutch Shell PLC ADS Class A position peaked at $312K in Q2 2018.
  • 769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.