GYL Financial Synergies’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

GYL Financial Synergies’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	-4,727	Closed	-$279K	–	179
2019 Q4	$279K	Buy	4,727 +11	+0.2%	+$642	0.12%	141
2019 Q3	$278K	Hold	4,716	–	–	0.14%	133
2019 Q2	$307K	Buy	4,716 +331	+8%	+$21.2K	0.16%	107
2019 Q1	$274K	Sell	4,385 -1,048	-19%	-$64.8K	0.15%	116
2018 Q4	$317K	Buy	+5,433	New	+$337K	0.23%	91

Other funds holding RDS.A

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $34.1B AUM 23.81% 1-Year Est. Return

GYL Financial Synergies's RDS.A Position: Q1 2020 in Review

GYL Financial Synergies sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 4,727 shares — an estimated $279K sold.

GYL Financial Synergies first reported a position in RDS.A in Q4 2018 and held it in 5 quarters. The position peaked at $317K in Q4 2018. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

GYL Financial Synergies reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
GYL Financial Synergies sold 4,727 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $279K.
GYL Financial Synergies first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 5 quarters.
GYL Financial Synergies's Royal Dutch Shell PLC ADS Class A position peaked at $317K in Q4 2018.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on GYL Financial Synergies's 13F filing for Q1 2020, filed 5 May 2020.