Evermay Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Evermay Wealth Management’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	-5,945	Closed	-$351K	–	162
2019 Q4	$351K	Buy	5,945 +100	+2%	+$5.84K	0.09%	111
2019 Q3	$344K	Sell	5,845 -3,475	-37%	-$206K	0.09%	102
2019 Q2	$606K	Buy	9,320 +1,400	+18%	+$89.5K	0.17%	63
2019 Q1	$496K	Buy	7,920 +835	+12%	+$51.6K	0.14%	73
2018 Q4	$413K	Buy	7,085 +800	+13%	+$49.6K	0.13%	77
2018 Q3	$428K	Sell	6,285 -475	-7%	-$31.7K	0.13%	85
2018 Q2	$468K	Hold	6,760	–	–	0.16%	77
2018 Q1	$431K	Buy	+6,760	New	+$445K	0.15%	79

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Evermay Wealth Management's RDS.A Position: Q1 2020 in Review

Evermay Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 5,945 shares — an estimated $351K sold.

Evermay Wealth Management first reported a position in RDS.A in Q1 2018 and held it in 8 quarters. The position peaked at $606K in Q2 2019. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Evermay Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Evermay Wealth Management sold 5,945 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $351K.
Evermay Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 8 quarters.
Evermay Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $606K in Q2 2019.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Evermay Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.