Keystone Financial Group (Kentucky)’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Keystone Financial Group (Kentucky)’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	-10,169	Closed	-$256K	–	272
2020 Q3	$256K	Sell	10,169 -1,777	-15%	-$53.8K	0.06%	197
2020 Q2	$391K	Sell	11,946 -319	-3%	-$10.9K	0.11%	143
2020 Q1	$428K	Buy	12,265 +251	+2%	+$11.7K	0.14%	122
2019 Q4	$709K	Sell	12,014 -578	-5%	-$33.8K	0.19%	106
2019 Q3	$741K	Sell	12,592 -97	-0.8%	-$5.76K	0.23%	94
2019 Q2	$826K	Buy	12,689 +2	+0%	+$128	0.27%	89
2019 Q1	$794K	Sell	12,687 -209	-2%	-$12.9K	0.28%	88
2018 Q4	$751K	Buy	12,896 +1,289	+11%	+$79.9K	0.34%	79
2018 Q3	$805K	Buy	+11,607	New	+$775K	0.33%	80

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s RDS.A Position: Q4 2020 in Review

Keystone Financial Group (Kentucky) sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2020, closing a stake of 10,169 shares — an estimated $256K sold.

Keystone Financial Group (Kentucky) first reported a position in RDS.A in Q3 2018 and held it in 9 quarters. The position peaked at $826K in Q2 2019. 746 funds tracked by Wall St. Rank hold RDS.A as of Q4 2020.

Keystone Financial Group (Kentucky) reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 10,169 Royal Dutch Shell PLC ADS Class A shares in Q4 2020, an estimated $256K.
Keystone Financial Group (Kentucky) first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2018 and held it in 9 quarters.
Keystone Financial Group (Kentucky)'s Royal Dutch Shell PLC ADS Class A position peaked at $826K in Q2 2019.
746 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2020, filed 10 Feb 2021.