JWM
RDS.A

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

Jeppson 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
Q4 		– Sell
-2,150
Closed -$54K – 497
2020
Q3 		$54K Buy
+2,150
New +$65K 0.04% 217

Other funds holding RDS.A

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jeppson Wealth Management's RDS.A Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2020, closing a stake of 2,150 shares — an estimated $54K sold.

Jeppson Wealth Management first reported a position in RDS.A in Q3 2020 and held it in 1 quarter. The position peaked at $54K in Q3 2020. 746 funds tracked by Wall St. Rank hold RDS.A as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,150 Royal Dutch Shell PLC ADS Class A shares in Q4 2020, an estimated $54K.
  • Jeppson Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $54K in Q3 2020.
  • 746 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.