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

Institute for 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 Q3	–	Sell	-6,124	Closed	-$200K	–	453
2020 Q2	$200K	Buy	+6,124	New	+$210K	0.05%	400
2020 Q1	–	Sell	-4,908	Closed	-$289K	–	701
2019 Q4	$289K	Buy	4,908 +108	+2%	+$6.31K	0.07%	353
2019 Q3	$282K	Buy	4,800 +53	+1%	+$3.15K	0.07%	334
2019 Q2	$309K	Buy	+4,747	New	+$304K	0.07%	348
2019 Q1	–	Sell	-4,853	Closed	-$283K	–	472
2018 Q4	$283K	Buy	+4,853	New	+$301K	0.12%	204
2017 Q3	–	Sell	-6,351	Closed	-$333K	–	407
2017 Q2	$333K	Buy	+6,351	New	+$340K	0.09%	293

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $30.8B AUM 11.29% 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

Institute for Wealth Management's RDS.A Position: Q3 2020 in Review

Institute for Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2020, closing a stake of 6,124 shares — an estimated $200K sold.

Institute for Wealth Management first reported a position in RDS.A in Q2 2017 and held it in 6 quarters. The position peaked at $333K in Q2 2017. 665 funds tracked by Wall St. Rank hold RDS.A as of Q3 2020.

Institute for Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2020 after selling out during the quarter.
Institute for Wealth Management sold 6,124 Royal Dutch Shell PLC ADS Class A shares in Q3 2020, an estimated $200K.
Institute for Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and held it in 6 quarters.
Institute for Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $333K in Q2 2017.
665 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.