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

Loudon 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
2019 Q3	–	Sell	-3,180	Closed	-$207K	–	82
2019 Q2	$207K	Buy	+3,180	New	+$203K	0.18%	80
2019 Q1	–	Sell	-3,530	Closed	-$206K	–	83
2018 Q4	$206K	Hold	3,530	–	–	0.2%	78
2018 Q3	$241K	Hold	3,530	–	–	0.19%	81
2018 Q2	$244K	Sell	3,530 -700	-17%	-$48.5K	0.2%	80
2018 Q1	$270K	Sell	4,230 -125	-3%	-$8.23K	0.21%	77
2017 Q4	$291K	Sell	4,355 -3,741	-46%	-$236K	0.22%	74
2017 Q3	$490K	Sell	8,096 -450	-5%	-$25.2K	0.38%	57
2017 Q2	$455K	Sell	8,546 -909	-10%	-$48.3K	0.35%	60
2017 Q1	$490K	Sell	9,455 -170	-2%	-$8.87K	0.37%	59
2016 Q4	$506K	Hold	9,625	–	–	0.39%	52
2016 Q3	$465K	Sell	9,625 -180	-2%	-$8.8K	0.36%	56
2016 Q2	$513K	Sell	9,805 -232	-2%	-$11.2K	0.41%	51
2016 Q1	$461K	Hold	10,037	–	–	0.37%	50
2015 Q4	$436K	Sell	10,037 -1,055	-10%	-$50.2K	0.35%	54
2015 Q3	$498K	Sell	11,092 -1,054	-9%	-$53.6K	0.43%	45
2015 Q2	$657K	Sell	12,146 -397	-3%	-$22.8K	0.5%	42
2015 Q1	$699K	Hold	12,543	–	–	0.53%	43
2014 Q4	$784K	Hold	12,543	–	–	0.59%	42
2014 Q3	$892K	Sell	12,543 -402	-3%	-$30.1K	0.64%	44
2014 Q2	$996K	Hold	12,945	–	–	0.68%	45
2014 Q1	$883K	Sell	12,945 -1,571	-11%	-$105K	0.64%	47
2013 Q4	$966K	Buy	+14,516	New	+$911K	0.71%	41

Other funds holding RDS.A

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loudon Investment Management's RDS.A Position: Q3 2019 in Review

Loudon Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2019, closing a stake of 3,180 shares — an estimated $207K sold.

Loudon Investment Management first reported a position in RDS.A in Q4 2013 and held it in 22 quarters. The position peaked at $996K in Q2 2014. 1,004 funds tracked by Wall St. Rank hold RDS.A as of Q3 2019.

Loudon Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2019 after selling out during the quarter.
Loudon Investment Management sold 3,180 Royal Dutch Shell PLC ADS Class A shares in Q3 2019, an estimated $207K.
Loudon Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2013 and held it in 22 quarters.
Loudon Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $996K in Q2 2014.
1,004 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2019.

Based on Loudon Investment Management's 13F filing for Q3 2019, filed 5 Nov 2019.