EVM
RDS.A

Evelyn V. Moreno’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Evelyn V. Moreno’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
-21,230
Closed -$534K – 70
2020
Q3 		$534K Sell
21,230
-470
-2% -$14.2K 0.14% 60
2020
Q2 		$709K Sell
21,700
-3,270
-13% -$112K 0.21% 57
2020
Q1 		$871K Sell
24,970
-35,596
-59% -$1.66M 0.3% 53
2019
Q4 		$3.57M Sell
60,566
-15,125
-20% -$883K 0.96% 41
2019
Q3 		$4.46M Sell
75,691
-1,935
-2% -$115K 1.22% 40
2019
Q2 		$5.05M Sell
77,626
-100
-0.1% -$6.39K 1.54% 35
2019
Q1 		$4.87M Buy
77,726
+380
+0.5% +$23.5K 1.44% 36
2018
Q4 		$4.51M Sell
77,346
-350
-0.5% -$21.7K 1.49% 35
2018
Q3 		$5.29M Sell
77,696
-3,009
-4% -$201K 1.48% 36
2018
Q2 		$5.59M Hold
80,705
– – 1.63% 34
2018
Q1 		$5.15M Buy
80,705
+55
+0.1% +$3.62K 1.58% 34
2017
Q4 		$5.38M Sell
80,650
-4,275
-5% -$269K 1.63% 33
2017
Q3 		$5.14M Buy
84,925
+230
+0.3% +$12.9K 1.54% 34
2017
Q2 		$4.5M Sell
84,695
-1,470
-2% -$78.7K 1.38% 35
2017
Q1 		$4.54M Buy
86,165
+8,950
+12% +$479K 1.38% 36
2016
Q4 		$4.2M Buy
77,215
+2,955
+4% +$152K 1.51% 36
2016
Q3 		$3.72M Sell
74,260
-20
-0% -$1.02K 1.36% 41
2016
Q2 		$4.1M Hold
74,280
– – 1.56% 37
2016
Q1 		$3.6M Buy
74,280
+5,200
+8% +$233K 1.39% 40
2015
Q4 		$3.16M Buy
69,080
+18,565
+37% +$932K 1.32% 42
2015
Q3 		$2.39M Sell
50,515
-30
-0.1% -$1.61K 1.03% 47
2015
Q2 		$2.88M Sell
50,545
-900
-2% -$54.8K 1.15% 49
2015
Q1 		$3.07M Hold
51,445
– – 1.16% 48
2014
Q4 		$3.44M Buy
51,445
+250
+0.5% +$17.3K 1.27% 45
2014
Q3 		$3.9M Buy
51,195
+125
+0.2% +$10K 1.5% 36
2014
Q2 		$4.21M Buy
51,070
+300
+0.6% +$23.5K 1.58% 25
2014
Q1 		$3.71M Buy
50,770
+75
+0.1% +$5.36K 1.46% 34
2013
Q4 		$3.61M Buy
+50,695
New +$3.41M 1.49% 33

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

Evelyn V. Moreno's RDS.A Position: Q4 2020 in Review

Evelyn V. Moreno sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2020, closing a stake of 21,230 shares — an estimated $534K sold.

Evelyn V. Moreno first reported a position in RDS.A in Q4 2013 and held it in 28 quarters. The position peaked at $5.59M in Q2 2018. 746 funds tracked by Wall St. Rank hold RDS.A as of Q4 2020.

  • Evelyn V. Moreno reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2020 after selling out during the quarter.
  • Evelyn V. Moreno sold 21,230 Royal Dutch Shell PLC ADS Class A shares in Q4 2020, an estimated $534K.
  • Evelyn V. Moreno first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2013 and held it in 28 quarters.
  • Evelyn V. Moreno's Royal Dutch Shell PLC ADS Class A position peaked at $5.59M in Q2 2018.
  • 746 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2020.

Based on Evelyn V. Moreno's 13F filing for Q4 2020, filed 10 Feb 2021.