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

Golden State 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 Q4	–	Sell	-1,125	Closed	-$28K	–	443
2020 Q3	$28K	Buy	+1,125	New	+$34K	0.01%	366
2020 Q2	–	Sell	-1,210	Closed	-$42K	–	996
2020 Q1	$42K	Buy	+1,210	New	+$56.5K	0.02%	389
2019 Q4	–	Sell	-1,386	Closed	-$82K	–	1052
2019 Q3	$82K	Buy	1,386 +413	+42%	+$24.5K	0.03%	341
2019 Q2	$63K	Sell	973 -41	-4%	-$2.62K	0.02%	403
2019 Q1	$63K	Buy	+1,014	New	+$62.7K	0.02%	399

Other funds holding RDS.A

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Golden State Wealth Management's RDS.A Position: Q4 2020 in Review

Golden State Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2020, closing a stake of 1,125 shares — an estimated $28K sold.

Golden State Wealth Management first reported a position in RDS.A in Q1 2019 and held it in 5 quarters. The position peaked at $82K in Q3 2019. 746 funds tracked by Wall St. Rank hold RDS.A as of Q4 2020.

Golden State Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,125 Royal Dutch Shell PLC ADS Class A shares in Q4 2020, an estimated $28K.
Golden State Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $82K in Q3 2019.
746 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.