Meitav Investment House’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Meitav Investment House’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 Q4	–	Sell	-7,700	Closed	-$445K	–	486
2019 Q3	$445K	Buy	7,700 +2,700	+54%	+$160K	0.03%	262
2019 Q2	$325K	Hold	5,000	–	–	0.02%	321
2019 Q1	$313K	Hold	5,000	–	–	0.02%	310
2018 Q4	$289K	Hold	5,000	–	–	0.02%	264
2018 Q3	$344K	Hold	5,000	–	–	0.02%	380
2018 Q2	$346K	Hold	5,000	–	–	0.02%	362
2018 Q1	$319K	Hold	5,000	–	–	0.02%	283
2017 Q4	$333K	Buy	+5,000	New	+$315K	0.02%	176

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

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

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

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

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

Meitav Investment House's RDS.A Position: Q4 2019 in Review

Meitav Investment House sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2019, closing a stake of 7,700 shares — an estimated $445K sold.

Meitav Investment House first reported a position in RDS.A in Q4 2017 and held it in 8 quarters. The position peaked at $445K in Q3 2019. 1,074 funds tracked by Wall St. Rank hold RDS.A as of Q4 2019.

Meitav Investment House reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2019 after selling out during the quarter.
Meitav Investment House sold 7,700 Royal Dutch Shell PLC ADS Class A shares in Q4 2019, an estimated $445K.
Meitav Investment House first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 8 quarters.
Meitav Investment House's Royal Dutch Shell PLC ADS Class A position peaked at $445K in Q3 2019.
1,074 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2019.

Based on Meitav Investment House's 13F filing for Q4 2019, filed 10 Feb 2020.