PVWM
RDS.A

Point View Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Point View Wealth 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
2020
Q4 		$1.03M Buy
29,352
+742
+3% +$23.2K 0.42% 77
2020
Q3 		$720K Sell
28,610
-1,983
-6% -$60K 0.34% 92
2020
Q2 		$1M Buy
30,593
+3,740
+14% +$128K 0.48% 68
2020
Q1 		$937K Buy
26,853
+13,346
+99% +$623K 0.51% 63
2019
Q4 		$797K Sell
13,507
-131
-1% -$7.65K 0.33% 105
2019
Q3 		$803K Sell
13,638
-2,600
-16% -$154K 0.36% 92
2019
Q2 		$1.06M Buy
16,238
+9,670
+147% +$618K 0.45% 72
2019
Q1 		$411K Sell
6,568
-406
-6% -$25.1K 0.18% 157
2018
Q4 		$406K Buy
6,974
+600
+9% +$37.2K 0.2% 147
2018
Q3 		$434K Sell
6,374
-186
-3% -$12.4K 0.19% 156
2018
Q2 		$454K Sell
6,560
-56
-0.8% -$3.88K 0.21% 152
2018
Q1 		$422K Buy
6,616
+346
+6% +$22.8K 0.2% 154
2017
Q4 		$418K Sell
6,270
-189
-3% -$11.9K 0.2% 152
2017
Q3 		$392K Sell
6,459
-159
-2% -$8.89K 0.19% 160
2017
Q2 		$352K Buy
6,618
+1,464
+28% +$78.4K 0.17% 164
2017
Q1 		$272K Buy
5,154
+819
+19% +$43.8K 0.14% 189
2016
Q4 		$236K Sell
4,335
-1,280
-23% -$65.9K 0.14% 192
2016
Q3 		$281K Sell
5,615
-110
-2% -$5.61K 0.17% 172
2016
Q2 		$316K Sell
5,725
-25
-0.4% -$1.27K 0.19% 158
2016
Q1 		$279K Sell
5,750
-3,454
-38% -$154K 0.18% 166
2015
Q4 		$421K Buy
9,204
+4,108
+81% +$206K 0.3% 114
2015
Q3 		$242K Buy
5,096
+1,146
+29% +$61.4K 0.19% 156
2015
Q2 		$225K Sell
3,950
-1,655
-30% -$101K 0.17% 163
2015
Q1 		$334K Buy
5,605
+506
+10% +$32.1K 0.26% 131
2014
Q4 		$341K Buy
5,099
+1,224
+32% +$84.7K 0.25% 127
2014
Q3 		$295K Buy
3,875
+203
+6% +$16.3K 0.25% 134
2014
Q2 		$302K Hold
3,672
– – 0.26% 131
2014
Q1 		$268K Sell
3,672
-252
-6% -$18K 0.24% 135
2013
Q4 		$280K Buy
+3,924
New +$264K 0.27% 128

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point View Wealth Management's RDS.A Position: Q4 2020 in Review

Point View Wealth Management increased its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 2.6% in Q4 2020, buying an estimated $23.2K and bringing the position to 29,352 shares worth $1.03M. The position accounts for 0.42% of the portfolio, ranked #77.

Point View Wealth Management first reported a position in RDS.A in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.06M in Q2 2019. 746 funds tracked by Wall St. Rank hold RDS.A as of Q4 2020.

  • Point View Wealth Management held 29,352 shares of Royal Dutch Shell PLC ADS Class A worth $1.03M as of Q4 2020.
  • Point View Wealth Management bought 742 Royal Dutch Shell PLC ADS Class A shares in Q4 2020, an estimated $23.2K.
  • Royal Dutch Shell PLC ADS Class A made up 0.42% of Point View Wealth Management's portfolio in Q4 2020, its #77 holding.
  • Point View Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $1.06M in Q2 2019.
  • 746 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.