HWA
RDS.A

HCR Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

HCR Wealth Advisors’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
-99
Closed -$6K – 263
2019
Q4 		$6K Buy
+99
New +$5.78K ﹤0.01% 219

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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Fidelity Investments
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

HCR Wealth Advisors's RDS.A Position: Q1 2020 in Review

HCR Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 99 shares — an estimated $6K sold.

HCR Wealth Advisors first reported a position in RDS.A in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

  • HCR Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 99 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $6K.
  • HCR Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 1 quarter.
  • HCR Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $6K in Q4 2019.
  • 836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on HCR Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.