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

Lenox 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 Q2	$11K	Buy	357 +196	+122%	+$6.72K	﹤0.01%	428
2020 Q1	$5K	Sell	161 -8,994	-98%	-$420K	﹤0.01%	502
2019 Q4	$540K	Buy	9,155 +1,152	+14%	+$67.3K	0.15%	95
2019 Q3	$471K	Buy	8,003 +2,211	+38%	+$131K	0.14%	94
2019 Q2	$376K	Buy	5,792 +1,388	+32%	+$88.7K	0.11%	95
2019 Q1	$276K	Buy	4,404 +1,106	+34%	+$68.4K	0.09%	111
2018 Q4	$192K	Buy	3,298 +128	+4%	+$7.94K	0.06%	120
2018 Q3	$216K	Sell	3,170 -350	-10%	-$23.4K	0.06%	139
2018 Q2	$244K	Buy	3,520 +922	+35%	+$63.9K	0.08%	124
2018 Q1	$165K	Buy	2,598 +605	+30%	+$39.8K	0.05%	140
2017 Q4	$133K	Buy	1,993 +107	+6%	+$6.74K	0.04%	143
2017 Q3	$114K	Buy	1,886 +263	+16%	+$14.7K	0.04%	153
2017 Q2	$86K	Buy	+1,623	New	+$86.9K	0.03%	163

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Management's RDS.A Position: Q2 2020 in Review

Lenox Wealth Management increased its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 122% in Q2 2020, buying an estimated $6.72K and bringing the position to 357 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Lenox Wealth Management first reported a position in RDS.A in Q2 2017 and has held it in 13 quarters since. The position peaked at $540K in Q4 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

Lenox Wealth Management held 357 shares of Royal Dutch Shell PLC ADS Class A worth $11K as of Q2 2020.
Lenox Wealth Management bought 196 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $6.72K.
Royal Dutch Shell PLC ADS Class A made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #428 holding.
Lenox Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $540K in Q4 2019.
769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.