LOIM
RDS.A

Liberty One Investment Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Liberty One Investment 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 		– Sell
-13,657
Closed -$476K – 150
2020
Q1 		$476K Buy
13,657
+1,622
+13% +$75.7K 0.12% 98
2019
Q4 		$710K Buy
+12,035
New +$703K 0.15% 97

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 $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty One Investment Management's RDS.A Position: Q2 2020 in Review

Liberty One Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 13,657 shares — an estimated $476K sold.

Liberty One Investment Management first reported a position in RDS.A in Q4 2019 and held it in 2 quarters. The position peaked at $710K in Q4 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

  • Liberty One Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
  • Liberty One Investment Management sold 13,657 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $476K.
  • Liberty One Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 2 quarters.
  • Liberty One Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $710K in Q4 2019.
  • 769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Liberty One Investment Management's 13F filing for Q2 2020, filed 22 Jul 2020.