Moody Lynn & Lieberson’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Moody Lynn & Lieberson’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	-4,000	Closed	-$236K	–	209
2019 Q4	$236K	Hold	4,000	–	–	0.02%	199
2019 Q3	$235K	Hold	4,000	–	–	0.03%	174
2019 Q2	$260K	Hold	4,000	–	–	0.03%	179
2019 Q1	$250K	Hold	4,000	–	–	0.03%	179
2018 Q4	$233K	Hold	4,000	–	–	0.03%	180
2018 Q3	$273K	Hold	4,000	–	–	0.03%	190
2018 Q2	$277K	Hold	4,000	–	–	0.03%	192
2018 Q1	$255K	Sell	4,000 -10	-0.2%	-$659	0.03%	188
2017 Q4	$281K	Hold	4,010	–	–	0.03%	196
2017 Q3	$243K	Buy	4,010 +10	+0.3%	+$559	0.03%	199
2017 Q2	$213K	Buy	+4,000	New	+$214K	0.03%	205

Other funds holding RDS.A

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

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

Moody Lynn & Lieberson's RDS.A Position: Q1 2020 in Review

Moody Lynn & Lieberson sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 4,000 shares — an estimated $236K sold.

Moody Lynn & Lieberson first reported a position in RDS.A in Q2 2017 and held it in 11 quarters. The position peaked at $281K in Q4 2017. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Moody Lynn & Lieberson reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Moody Lynn & Lieberson sold 4,000 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $236K.
Moody Lynn & Lieberson first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and held it in 11 quarters.
Moody Lynn & Lieberson's Royal Dutch Shell PLC ADS Class A position peaked at $281K in Q4 2017.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2020, filed 30 Apr 2020.