Johanson Financial Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Johanson Financial Advisors’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	-1,470	Closed	-$86.8K	–	264
2019 Q4	$86.8K	Buy	+1,470	New	+$85.8K	0.04%	140
2016 Q4	–	Sell	-4,422	Closed	-$217K	–	74
2016 Q3	$217K	Sell	4,422 -2,052	-32%	-$100K	0.23%	71
2016 Q2	$341K	Sell	6,474 -649	-9%	-$31.3K	0.4%	53
2016 Q1	$328K	Sell	7,123 -1,868	-21%	-$79.2K	0.4%	52
2015 Q4	$392K	Buy	+8,991	New	+$428K	0.51%	45

Other funds holding RDS.A

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Johanson Financial Advisors's RDS.A Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 1,470 shares — an estimated $86.8K sold.

Johanson Financial Advisors first reported a position in RDS.A in Q4 2015 and held it in 5 quarters. The position peaked at $392K in Q4 2015. 834 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Johanson Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 1,470 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $86.8K.
Johanson Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2015 and held it in 5 quarters.
Johanson Financial Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $392K in Q4 2015.
834 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.