FFS
RDS.A

Founders Financial Securities’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Founders Financial Securities’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
Q2 		– Sell
-9,583
Closed -$334K – 193
2020
Q1 		$334K Buy
9,583
+141
+1% +$6.58K 0.12% 87
2019
Q4 		$557K Buy
9,442
+304
+3% +$17.8K 0.19% 77
2019
Q3 		$538K Buy
9,138
+761
+9% +$45.2K 0.17% 88
2019
Q2 		$545K Sell
8,377
-1,689
-17% -$108K 0.18% 80
2019
Q1 		$630K Sell
10,066
-155
-2% -$9.58K 0.2% 76
2018
Q4 		$596K Sell
10,221
-409
-4% -$25.4K 0.22% 67
2018
Q3 		$724K Buy
10,630
+21
+0.2% +$1.4K 0.2% 73
2018
Q2 		$734K Sell
10,609
-194
-2% -$13.4K 0.23% 63
2018
Q1 		$689K Buy
10,803
+173
+2% +$11.4K 0.22% 66
2017
Q4 		$709K Buy
10,630
+114
+1% +$7.18K 0.24% 60
2017
Q3 		$637K Buy
+10,516
New +$588K 0.23% 64
2017
Q1 		– Sell
-9,887
Closed -$538K – 112
2016
Q4 		$538K Sell
9,887
-99
-1% -$5.1K 0.22% 54
2016
Q3 		$500K Buy
+9,986
New +$510K 0.21% 63

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Founders Financial Securities's RDS.A Position: Q2 2020 in Review

Founders Financial Securities sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 9,583 shares — an estimated $334K sold.

Founders Financial Securities first reported a position in RDS.A in Q3 2016 and held it in 13 quarters. The position peaked at $734K in Q2 2018. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

  • Founders Financial Securities reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
  • Founders Financial Securities sold 9,583 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $334K.
  • Founders Financial Securities first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2016 and held it in 13 quarters.
  • Founders Financial Securities's Royal Dutch Shell PLC ADS Class A position peaked at $734K in Q2 2018.
  • 769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Founders Financial Securities's 13F filing for Q2 2020, filed 12 Aug 2020.