LDFR
RDS.A

Lehman & Derafelo Financial Resources’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Lehman & Derafelo Financial Resources’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
-2,000
Closed -$118K – 219
2019
Q4 		$118K Buy
+2,000
New +$117K 0.04% 113
2019
Q1 		– Sell
-2,300
Closed -$134K – 194
2018
Q4 		$134K Buy
+2,300
New +$143K 0.07% 95

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
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
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $30.8B AUM 11.29% 1-Year Est. Return

Lehman & Derafelo Financial Resources's RDS.A Position: Q1 2020 in Review

Lehman & Derafelo Financial Resources sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 2,000 shares — an estimated $118K sold.

Lehman & Derafelo Financial Resources first reported a position in RDS.A in Q4 2018 and held it in 2 quarters. The position peaked at $134K in Q4 2018. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

  • Lehman & Derafelo Financial Resources reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 2,000 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $118K.
  • Lehman & Derafelo Financial Resources first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Royal Dutch Shell PLC ADS Class A position peaked at $134K in Q4 2018.
  • 836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2020, filed 13 May 2020.