CWS
RDS.A

Cypress Wealth Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Cypress Wealth Services’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
-33,062
Closed -$832K – 539
2020
Q3 		$832K Buy
+33,062
New +$1M 0.21% 89

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $30.8B AUM 11.29% 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

Cypress Wealth Services's RDS.A Position: Q3 2020 in Review

Cypress Wealth Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2020, closing a stake of 33,474 shares — an estimated $1.01M sold.

Cypress Wealth Services first reported a position in RDS.A in Q1 2020 and held it in 2 quarters. The position peaked at $1.17M in Q1 2020. 665 funds tracked by Wall St. Rank hold RDS.A as of Q3 2020.

  • Cypress Wealth Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 33,474 Royal Dutch Shell PLC ADS Class A shares in Q3 2020, an estimated $1.01M.
  • Cypress Wealth Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2020 and held it in 2 quarters.
  • Cypress Wealth Services's Royal Dutch Shell PLC ADS Class A position peaked at $1.17M in Q1 2020.
  • 665 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.