LWA
RDS.A

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

Lineweaver 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
-3,742
Closed -$220K – 73
2019
Q4 		$220K Buy
+3,742
New +$219K 0.12% 61

Other funds holding RDS.A

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Fisher Asset Management
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
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Lineweaver Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 3,742 shares — an estimated $220K sold.

Lineweaver Wealth Advisors first reported a position in RDS.A in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 834 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

  • Lineweaver Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 3,742 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $220K.
  • Lineweaver Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $220K in Q4 2019.
  • 834 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.