HCA
RDS.A

Heck Capital Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Heck Capital 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
Q2 		– Sell
-5,948
Closed -$208K – 118
2020
Q1 		$208K Sell
5,948
-188
-3% -$8.78K 0.06% 70
2019
Q4 		$362K Buy
6,136
+228
+4% +$13.3K 0.09% 67
2019
Q3 		$348K Buy
5,908
+227
+4% +$13.5K 0.11% 60
2019
Q2 		$370K Buy
5,681
+203
+4% +$13K 0.1% 53
2019
Q1 		$343K Buy
5,478
+199
+4% +$12.3K 0.1% 54
2018
Q4 		$308K Sell
5,279
-119
-2% -$7.38K 0.11% 51
2018
Q3 		$368K Buy
5,398
+1,822
+51% +$122K 0.12% 51
2018
Q2 		$248K Buy
3,576
+25
+0.7% +$1.73K 0.09% 64
2018
Q1 		$227K Buy
3,551
+1,620
+84% +$107K 0.1% 57
2017
Q4 		$129K Buy
1,931
+7
+0.4% +$441 0.06% 74
2017
Q3 		$117K Buy
1,924
+72
+4% +$4.03K 0.06% 75
2017
Q2 		$98.5K Sell
1,852
-150
-7% -$8.03K 0.06% 70
2017
Q1 		$106K Sell
2,002
-103
-5% -$5.51K 0.07% 64
2016
Q4 		$114K Buy
+2,105
New +$108K 0.08% 57

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

Heck Capital Advisors's RDS.A Position: Q2 2020 in Review

Heck Capital Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 5,948 shares — an estimated $208K sold.

Heck Capital Advisors first reported a position in RDS.A in Q4 2016 and held it in 14 quarters. The position peaked at $370K in Q2 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

  • Heck Capital Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
  • Heck Capital Advisors sold 5,948 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $208K.
  • Heck Capital Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 14 quarters.
  • Heck Capital Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $370K in Q2 2019.
  • 769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Heck Capital Advisors's 13F filing for Q2 2020, filed 19 May 2025.