CIA
RDS.A

Choate Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Choate Investment 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
Q1 		– Sell
-3,689
Closed -$218K – 251
2019
Q4 		$218K Sell
3,689
-105
-3% -$6.13K 0.01% 215
2019
Q3 		$223K Hold
3,794
– – 0.01% 212
2019
Q2 		$247K Hold
3,794
– – 0.01% 206
2019
Q1 		$237K Sell
3,794
-125
-3% -$7.73K 0.01% 219
2018
Q4 		$228K Hold
3,919
– – 0.01% 207
2018
Q3 		$267K Hold
3,919
– – 0.01% 177
2018
Q2 		$271K Sell
3,919
-148
-4% -$10.3K 0.02% 197
2018
Q1 		$260K Hold
4,067
– – 0.01% 209
2017
Q4 		$271K Buy
4,067
+179
+5% +$11.3K 0.01% 209
2017
Q3 		$236K Sell
3,888
-65
-2% -$3.63K 0.01% 225
2017
Q2 		$210K Sell
3,953
-1,102
-22% -$58.5K 0.01% 236
2017
Q1 		$262K Sell
5,055
-91
-2% -$4.75K 0.02% 223
2016
Q4 		$270K Buy
5,146
+142
+3% +$7.06K 0.02% 212
2016
Q3 		$242K Sell
5,004
-336
-6% -$16.4K 0.02% 214
2016
Q2 		$280K Sell
5,340
-427
-7% -$20.6K 0.02% 195
2016
Q1 		$265K Sell
5,767
-8,717
-60% -$370K 0.02% 208
2015
Q4 		$919K Buy
14,484
+6,608
+84% +$315K 0.07% 123
2015
Q3 		$354K Sell
7,876
-890
-10% -$45.2K 0.02% 187
2015
Q2 		$474K Sell
8,766
-5,932
-40% -$340K 0.03% 164
2015
Q1 		$819K Sell
14,698
-4
-0% -$237 0.05% 135
2014
Q4 		$919K Hold
14,702
– – 0.05% 122
2014
Q3 		$1.05M Hold
14,702
– – 0.06% 119
2014
Q2 		$1.13M Buy
14,702
+514
+4% +$37.5K 0.07% 113
2014
Q1 		$968K Sell
14,188
-98
-0.7% -$6.54K 0.06% 127
2013
Q4 		$951K Sell
14,286
-290
-2% -$18.2K 0.06% 125
2013
Q3 		$894K Buy
14,576
+2,345
+19% +$143K 0.07% 123
2013
Q2 		$729K Buy
+12,231
New +$756K 0.06% 136

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Choate Investment Advisors's RDS.A Position: Q1 2020 in Review

Choate Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 3,689 shares — an estimated $218K sold.

Choate Investment Advisors first reported a position in RDS.A in Q2 2013 and held it in 27 quarters. The position peaked at $1.13M in Q2 2014. 834 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

  • Choate Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
  • Choate Investment Advisors sold 3,689 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $218K.
  • Choate Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 27 quarters.
  • Choate Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $1.13M in Q2 2014.
  • 834 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Choate Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.