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

Rational 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
2019 Q4	–	Sell	-9,030	Closed	-$531K	–	592
2019 Q3	$531K	Buy	9,030 +7,250	+407%	+$430K	0.21%	129
2019 Q2	$116K	Hold	1,780	–	–	0.04%	272
2019 Q1	$111K	Hold	1,780	–	–	0.03%	255
2018 Q4	$104K	Sell	1,780 -1,070	-38%	-$66.4K	0.03%	234
2018 Q3	$194K	Buy	2,850 +580	+26%	+$38.7K	0.05%	201
2018 Q2	$157K	Sell	2,270 -4,100	-64%	-$284K	0.07%	208
2018 Q1	$406K	Hold	6,370	–	–	0.19%	160
2017 Q4	$425K	Hold	6,370	–	–	0.22%	147
2017 Q3	$386K	Buy	+6,370	New	+$356K	0.21%	123
2013 Q4	$6.91M	Hold	96,900	–	–	0.59%	34
2013 Q3	$6.36M	Buy	96,900 +1,700	+2%	+$111K	0.49%	36
2013 Q2	$6.07M	Buy	+95,200	New	+$6.3M	0.51%	36

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors's RDS.A Position: Q4 2019 in Review

Rational Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2019, closing a stake of 9,030 shares — an estimated $531K sold.

Rational Advisors first reported a position in RDS.A in Q2 2013 and held it in 12 quarters. The position peaked at $6.91M in Q4 2013. 1,074 funds tracked by Wall St. Rank hold RDS.A as of Q4 2019.

Rational Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2019 after selling out during the quarter.
Rational Advisors sold 9,030 Royal Dutch Shell PLC ADS Class A shares in Q4 2019, an estimated $531K.
Rational Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 12 quarters.
Rational Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $6.91M in Q4 2013.
1,074 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2019.

Based on Rational Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.