LifePlan Financial Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

LifePlan Financial Group’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 Q3	$7K	Hold	275	–	–	﹤0.01%	450
2020 Q2	$9K	Hold	275	–	–	﹤0.01%	422
2020 Q1	$10K	Hold	275	–	–	0.01%	401
2019 Q4	$16K	Hold	275	–	–	0.01%	375
2019 Q3	$16K	Hold	275	–	–	0.01%	371
2019 Q2	$18K	Hold	275	–	–	0.01%	354
2019 Q1	$17K	Hold	275	–	–	0.01%	360
2018 Q4	$16K	Hold	275	–	–	0.01%	350
2018 Q3	$19K	Hold	275	–	–	0.01%	342
2018 Q2	$19K	Hold	275	–	–	0.01%	338
2018 Q1	$18K	Buy	+275	New	+$18.1K	0.01%	327
2014 Q2	–	Sell	-375	Closed	-$27K	–	239
2014 Q1	$27K	Buy	375 +275	+275%	+$19.7K	0.02%	135
2013 Q4	$7K	Hold	100	–	–	﹤0.01%	183
2013 Q3	$7K	Hold	100	–	–	0.01%	164
2013 Q2	$6K	Buy	+100	New	+$6.62K	0.01%	142

Other funds holding RDS.A

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LifePlan Financial Group's RDS.A Position: Q3 2020 in Review

LifePlan Financial Group held its Royal Dutch Shell PLC ADS Class A (RDS.A) position steady in Q3 2020 at 275 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

LifePlan Financial Group first reported a position in RDS.A in Q2 2013 and has held it in 15 quarters since. The position peaked at $27K in Q1 2014. 665 funds tracked by Wall St. Rank hold RDS.A as of Q3 2020.

LifePlan Financial Group held 275 shares of Royal Dutch Shell PLC ADS Class A worth $7K as of Q3 2020.
LifePlan Financial Group left its Royal Dutch Shell PLC ADS Class A share count unchanged in Q3 2020.
Royal Dutch Shell PLC ADS Class A made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #450 holding.
LifePlan Financial Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Royal Dutch Shell PLC ADS Class A position peaked at $27K in Q1 2014.
665 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.