BWM
RDS.A

Buckley Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Buckley Wealth Management’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
-6,072
Closed -$212K – 130
2020
Q1 		$212K Buy
+6,072
New +$284K 0.12% 110
2018
Q4 		– Sell
-3,006
Closed -$205K – 153
2018
Q3 		$205K Buy
+3,006
New +$201K 0.09% 151

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

Buckley Wealth Management's RDS.A Position: Q2 2020 in Review

Buckley Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 6,072 shares — an estimated $212K sold.

Buckley Wealth Management first reported a position in RDS.A in Q3 2018 and held it in 2 quarters. The position peaked at $212K in Q1 2020. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

  • Buckley Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
  • Buckley Wealth Management sold 6,072 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $212K.
  • Buckley Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2018 and held it in 2 quarters.
  • Buckley Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $212K in Q1 2020.
  • 769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Buckley Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.