MPS Loria Financial Planners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-300	Closed	-$11K	–	611
2021 Q1	$11K	Hold	300	–	–	0.01%	289
2020 Q4	$11K	Hold	300	–	–	﹤0.01%	289
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	253
2020 Q2	$10K	Buy	+300	New	+$10.3K	0.01%	252
2017 Q3	–	Sell	-300	Closed	-$17K	–	366
2017 Q2	$17K	Buy	+300	New	+$16.1K	0.01%	247

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

MPS Loria Financial Planners's RDS.A Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2021, closing a stake of 300 shares — an estimated $11K sold.

MPS Loria Financial Planners first reported a position in RDS.A in Q2 2017 and held it in 5 quarters. The position peaked at $17K in Q2 2017. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2021.

MPS Loria Financial Planners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 300 Royal Dutch Shell PLC ADS Class A shares in Q2 2021, an estimated $11K.
MPS Loria Financial Planners first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Royal Dutch Shell PLC ADS Class A position peaked at $17K in Q2 2017.
769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.