OneDigital Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

OneDigital Investment Advisors’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	-4,801	Closed	-$283K	–	652
2019 Q4	$283K	Sell	4,801 -71	-1%	-$4.15K	0.02%	434
2019 Q3	$287K	Buy	4,872 +4,518	+1,276%	+$268K	0.03%	397
2019 Q2	$23K	Hold	354	–	–	﹤0.01%	779
2019 Q1	$22K	Sell	354 -51	-13%	-$3.15K	﹤0.01%	706
2018 Q4	$24K	Sell	405 -1,626	-80%	-$101K	﹤0.01%	648
2018 Q3	$138K	Hold	2,031	–	–	0.03%	235
2018 Q2	$140K	Hold	2,031	–	–	0.03%	287
2018 Q1	$130K	Hold	2,031	–	–	0.03%	296
2017 Q4	$135K	Buy	2,031 +1,926	+1,834%	+$121K	0.02%	289
2017 Q3	$6K	Sell	105 -1,926	-95%	-$108K	﹤0.01%	874
2017 Q2	$108K	Buy	+2,031	New	+$108K	0.03%	297

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

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 $34.1B AUM 23.81% 1-Year Est. Return

OneDigital Investment Advisors's RDS.A Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 4,801 shares — an estimated $283K sold.

OneDigital Investment Advisors first reported a position in RDS.A in Q2 2017 and held it in 11 quarters. The position peaked at $287K in Q3 2019. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

OneDigital Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 4,801 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $283K.
OneDigital Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and held it in 11 quarters.
OneDigital Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $287K in Q3 2019.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.