IIC
RDS.A

Ironwood Investment Counsel’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Ironwood Investment Counsel’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
-7,688
Closed -$243K – 199
2020
Q2 		$243K Sell
7,688
-312
-4% -$10.7K 0.07% 166
2020
Q1 		$279K Buy
+8,000
New +$374K 0.11% 129
2016
Q2 		– Sell
-4,430
Closed -$203K – 141
2016
Q1 		$203K Buy
+4,430
New +$188K 0.11% 135
2015
Q4 		– Sell
-4,641
Closed -$208K – 134
2015
Q3 		$208K Buy
4,641
+106
+2% +$5.39K 0.11% 129
2015
Q2 		$245K Sell
4,535
-69
-1% -$3.95K 0.12% 129
2015
Q1 		$256K Buy
4,604
+429
+10% +$25.4K 0.13% 126
2014
Q4 		$261K Buy
4,175
+214
+5% +$13.8K 0.13% 126
2014
Q3 		$282K Sell
3,961
-214
-5% -$16K 0.15% 117
2014
Q2 		$321K Hold
4,175
– – 0.17% 106
2014
Q1 		$285K Sell
4,175
-750
-15% -$50.1K 0.16% 110
2013
Q4 		$328K Sell
4,925
-321
-6% -$20.2K 0.19% 101
2013
Q3 		$322K Hold
5,246
– – 0.21% 86
2013
Q2 		$313K Buy
+5,246
New +$324K 0.2% 84

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $34.1B AUM 23.81% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ironwood Investment Counsel's RDS.A Position: Q3 2020 in Review

Ironwood Investment Counsel sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2020, closing a stake of 7,688 shares — an estimated $243K sold.

Ironwood Investment Counsel first reported a position in RDS.A in Q2 2013 and held it in 13 quarters. The position peaked at $328K in Q4 2013. 665 funds tracked by Wall St. Rank hold RDS.A as of Q3 2020.

  • Ironwood Investment Counsel reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2020 after selling out during the quarter.
  • Ironwood Investment Counsel sold 7,688 Royal Dutch Shell PLC ADS Class A shares in Q3 2020, an estimated $243K.
  • Ironwood Investment Counsel first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 13 quarters.
  • Ironwood Investment Counsel's Royal Dutch Shell PLC ADS Class A position peaked at $328K in Q4 2013.
  • 665 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2020.

Based on Ironwood Investment Counsel's 13F filing for Q3 2020, filed 3 Nov 2020.