Nelson Capital Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Nelson Capital 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 Q4	–	Sell	-2,083	Closed	-$123K	–	305
2019 Q3	$123K	Buy	2,083 +2,000	+2,410%	+$119K	0.03%	107
2019 Q2	$5K	Hold	83	–	–	﹤0.01%	246
2019 Q1	$5K	Buy	+83	New	+$5.13K	﹤0.01%	226
2015 Q2	–	Sell	-428	Closed	-$24K	–	285
2015 Q1	$24K	Hold	428	–	–	0.01%	168
2014 Q4	$27K	Hold	428	–	–	0.01%	158
2014 Q3	$30K	Hold	428	–	–	0.01%	150
2014 Q2	$33K	Hold	428	–	–	0.01%	140
2014 Q1	$29K	Buy	428 +427	+42,700%	+$28.5K	0.01%	133
2013 Q4	$0	Sell	1 -2	-67%	-$126	﹤0.01%	236
2013 Q3	$0	Buy	+3	New	+$183	﹤0.01%	231

Other funds holding RDS.A

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nelson Capital Management's RDS.A Position: Q4 2019 in Review

Nelson Capital Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2019, closing a stake of 2,083 shares — an estimated $123K sold.

Nelson Capital Management first reported a position in RDS.A in Q3 2013 and held it in 10 quarters. The position peaked at $123K in Q3 2019. 1,074 funds tracked by Wall St. Rank hold RDS.A as of Q4 2019.

Nelson Capital Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 2,083 Royal Dutch Shell PLC ADS Class A shares in Q4 2019, an estimated $123K.
Nelson Capital Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2013 and held it in 10 quarters.
Nelson Capital Management's Royal Dutch Shell PLC ADS Class A position peaked at $123K 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 Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.