Hotaling Investment Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Hotaling Investment 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 Q3	–	Sell	-8,806	Closed	-$288K	–	117
2020 Q2	$288K	Buy	+8,806	New	+$302K	0.17%	88
2020 Q1	–	Sell	-3,660	Closed	-$216K	–	123
2019 Q4	$216K	Hold	3,660	–	–	0.12%	113
2019 Q3	$215K	Hold	3,660	–	–	0.14%	103
2019 Q2	$238K	Sell	3,660 -400	-10%	-$25.6K	0.15%	103
2019 Q1	$254K	Sell	4,060 -240	-6%	-$14.8K	0.17%	102
2018 Q4	$251K	Buy	+4,300	New	+$267K	0.2%	97

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Hotaling Investment Management's RDS.A Position: Q3 2020 in Review

Hotaling Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2020, closing a stake of 8,806 shares — an estimated $288K sold.

Hotaling Investment Management first reported a position in RDS.A in Q4 2018 and held it in 6 quarters. The position peaked at $288K in Q2 2020. 665 funds tracked by Wall St. Rank hold RDS.A as of Q3 2020.

Hotaling Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2020 after selling out during the quarter.
Hotaling Investment Management sold 8,806 Royal Dutch Shell PLC ADS Class A shares in Q3 2020, an estimated $288K.
Hotaling Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 6 quarters.
Hotaling Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $288K in Q2 2020.
665 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2020.

Based on Hotaling Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.