Burt Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Burt Wealth 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 Q3	–	Sell	-1,950	Closed	-$64K	–	445
2020 Q2	$64K	Hold	1,950	–	–	0.03%	158
2020 Q1	$68K	Hold	1,950	–	–	0.03%	144
2019 Q4	$115K	Hold	1,950	–	–	0.04%	120
2019 Q3	$115K	Hold	1,950	–	–	0.05%	118
2019 Q2	$127K	Hold	1,950	–	–	0.06%	108
2019 Q1	$122K	Hold	1,950	–	–	0.06%	108
2018 Q4	$114K	Hold	1,950	–	–	0.05%	112
2018 Q3	$133K	Hold	1,950	–	–	0.06%	116
2018 Q2	$135K	Sell	1,950 -1,200	-38%	-$83.1K	0.06%	108
2018 Q1	$201K	Hold	3,150	–	–	0.1%	74
2017 Q4	$210K	Hold	3,150	–	–	0.13%	68
2017 Q3	$191K	Hold	3,150	–	–	0.13%	69
2017 Q2	$167K	Buy	3,150 +1,200	+62%	+$64.3K	0.12%	80
2017 Q1	$103K	Hold	1,950	–	–	0.07%	108
2016 Q4	$106K	Hold	1,950	–	–	0.09%	109
2016 Q3	$97K	Hold	1,950	–	–	0.1%	103
2016 Q2	$107K	Sell	1,950 -6	-0.3%	-$305	0.12%	96
2016 Q1	$95K	Sell	1,956 -91	-4%	-$4.07K	0.09%	113
2015 Q4	$93K	Buy	2,047 +97	+5%	+$4.87K	0.07%	107
2015 Q3	$92K	Hold	1,950	–	–	0.11%	102
2015 Q2	$111K	Hold	1,950	–	–	0.12%	102
2015 Q1	$116K	Hold	1,950	–	–	0.12%	82
2014 Q4	$132K	Buy	+1,950	New	+$135K	0.14%	80

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Burt Wealth Advisors's RDS.A Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2020, closing a stake of 1,950 shares — an estimated $64K sold.

Burt Wealth Advisors first reported a position in RDS.A in Q4 2014 and held it in 23 quarters. The position peaked at $210K in Q4 2017. 665 funds tracked by Wall St. Rank hold RDS.A as of Q3 2020.

Burt Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2020 after selling out during the quarter.
Burt Wealth Advisors sold 1,950 Royal Dutch Shell PLC ADS Class A shares in Q3 2020, an estimated $64K.
Burt Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2014 and held it in 23 quarters.
Burt Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $210K in Q4 2017.
665 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.