EI
RDS.A

Ellevest Inc’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Ellevest Inc’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
-200
Closed -$5K – 1421
2020
Q3 		$5K Sell
200
-142
-42% -$4.3K ﹤0.01% 783
2020
Q2 		$11K Buy
342
+1
+0.3% +$34 ﹤0.01% 606
2020
Q1 		$12K Buy
+341
New +$15.9K ﹤0.01% 533

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

Ellevest Inc's RDS.A Position: Q4 2020 in Review

Ellevest Inc sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2020, closing a stake of 200 shares — an estimated $5K sold.

Ellevest Inc first reported a position in RDS.A in Q1 2020 and held it in 3 quarters. The position peaked at $12K in Q1 2020. 746 funds tracked by Wall St. Rank hold RDS.A as of Q4 2020.

  • Ellevest Inc reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 200 Royal Dutch Shell PLC ADS Class A shares in Q4 2020, an estimated $5K.
  • Ellevest Inc first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2020 and held it in 3 quarters.
  • Ellevest Inc's Royal Dutch Shell PLC ADS Class A position peaked at $12K in Q1 2020.
  • 746 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.