CIA
RDS.A

CSat Investment Advisory’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-111,264
Closed -$2.8M – 1046
2020
Q3 		$2.8M Buy
111,264
+39,852
+56% +$1.21M 0.25% 36
2020
Q2 		$2.33M Buy
+71,412
New +$2.45M 0.28% 31
2020
Q1 		– Sell
-3,120
Closed -$184K – 1085
2019
Q4 		$184K Buy
+3,120
New +$182K 0.05% 244

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's RDS.A Position: Q4 2020 in Review

CSat Investment Advisory sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2020, closing a stake of 111,264 shares — an estimated $2.8M sold.

CSat Investment Advisory first reported a position in RDS.A in Q4 2019 and held it in 3 quarters. The position peaked at $2.8M in Q3 2020. 746 funds tracked by Wall St. Rank hold RDS.A as of Q4 2020.

  • CSat Investment Advisory reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 111,264 Royal Dutch Shell PLC ADS Class A shares in Q4 2020, an estimated $2.8M.
  • CSat Investment Advisory first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 3 quarters.
  • CSat Investment Advisory's Royal Dutch Shell PLC ADS Class A position peaked at $2.8M in Q3 2020.
  • 746 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.