Lenox Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Lenox Wealth 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	-57	Closed	-$3K	–	967
2019 Q4	$3K	Hold	57	–	–	﹤0.01%	572
2019 Q3	$3K	Hold	57	–	–	﹤0.01%	474
2019 Q2	$4K	Sell	57 -138	-71%	-$8.82K	﹤0.01%	341
2019 Q1	$12K	Buy	195 +138	+242%	+$8.53K	﹤0.01%	260
2018 Q4	$3K	Hold	57	–	–	﹤0.01%	329
2018 Q3	$4K	Sell	57 -1,070	-95%	-$71.5K	﹤0.01%	326
2018 Q2	$79K	Sell	1,127 -224	-17%	-$15.5K	0.02%	101
2018 Q1	$86K	Buy	+1,351	New	+$89K	0.02%	113
2015 Q4	–	Sell	-196	Closed	-$9K	–	571
2015 Q3	$9K	Hold	196	–	–	﹤0.01%	193
2015 Q2	$11K	Sell	196 -3	-2%	-$172	﹤0.01%	134
2015 Q1	$11K	Hold	199	–	–	﹤0.01%	151
2014 Q4	$12K	Hold	199	–	–	0.01%	160
2014 Q3	$14K	Buy	+199	New	+$14.9K	0.01%	158

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

PIF

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

TIM

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

Lenox Wealth Advisors's RDS.A Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 57 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in RDS.A in Q3 2014 and held it in 13 quarters. The position peaked at $86K in Q1 2018. 834 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Lenox Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 57 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2014 and held it in 13 quarters.
Lenox Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $86K in Q1 2018.
834 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.