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

IHT 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 Q1	–	Sell	-6,055	Closed	-$357K	–	665
2019 Q4	$357K	Sell	6,055 -1,218	-17%	-$71.1K	0.04%	401
2019 Q3	$428K	Buy	7,273 +2,226	+44%	+$132K	0.06%	348
2019 Q2	$328K	Sell	5,047 -541	-10%	-$34.6K	0.05%	375
2019 Q1	$350K	Buy	+5,588	New	+$345K	0.06%	330
2018 Q2	–	Sell	-628	Closed	-$39K	–	1491
2018 Q1	$39K	Sell	628 -96	-13%	-$6.32K	0.01%	762
2017 Q4	$50K	Buy	724 +93	+15%	+$5.86K	0.01%	700
2017 Q3	$38K	Sell	631 -1,166	-65%	-$65.2K	0.02%	606
2017 Q2	$2	Buy	1,797 +145	+9%	+$7.76K	﹤0.01%	1264
2017 Q1	$92K	Buy	1,652 +1,130	+216%	+$60.5K	0.06%	293
2016 Q4	$29K	Buy	+522	New	+$26.9K	0.02%	526

Other funds holding RDS.A

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

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 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 $30.8B AUM 11.29% 1-Year Est. Return

IHT Wealth Management's RDS.A Position: Q1 2020 in Review

IHT Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 6,055 shares — an estimated $357K sold.

IHT Wealth Management first reported a position in RDS.A in Q4 2016 and held it in 10 quarters. The position peaked at $428K in Q3 2019. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

IHT Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
IHT Wealth Management sold 6,055 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $357K.
IHT Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 10 quarters.
IHT Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $428K in Q3 2019.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.