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

Lake Point 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 Q1	$3K	Sell	100 -200	-67%	-$9.34K	﹤0.01%	249
2019 Q4	$18K	Buy	+300	New	+$17.5K	0.01%	222
2019 Q2	$20K	Hold	300	–	–	0.01%	244
2019 Q1	$20K	Sell	300 -62	-17%	-$3.83K	0.01%	244
2018 Q4	$21K	Buy	+362	New	+$22.4K	0.01%	344

Other funds holding RDS.A

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Lake Point Wealth Management's RDS.A Position: Q1 2020 in Review

Lake Point Wealth Management reduced its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 67% in Q1 2020, selling an estimated $9.34K and leaving 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Lake Point Wealth Management first reported a position in RDS.A in Q4 2018 and has held it in 5 quarters since. The position peaked at $21K in Q4 2018. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Lake Point Wealth Management held 100 shares of Royal Dutch Shell PLC ADS Class A worth $3K as of Q1 2020.
Lake Point Wealth Management sold 200 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $9.34K.
Royal Dutch Shell PLC ADS Class A made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #249 holding.
Lake Point Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $21K in Q4 2018.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.