Sand Hill Global Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Sand Hill Global 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	-4,161	Closed	-$245K	–	143
2019 Q4	$245K	Buy	+4,161	New	+$243K	0.02%	129
2016 Q4	–	Sell	-4,238	Closed	-$212K	–	85
2016 Q3	$212K	Sell	4,238 -1,955	-32%	-$99.8K	0.03%	75
2016 Q2	$342K	Buy	+6,193	New	+$315K	0.05%	63

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

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 $30.8B AUM 11.29% 1-Year Est. Return

Sand Hill Global Advisors's RDS.A Position: Q1 2020 in Review

Sand Hill Global Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 4,161 shares — an estimated $245K sold.

Sand Hill Global Advisors first reported a position in RDS.A in Q2 2016 and held it in 3 quarters. The position peaked at $342K in Q2 2016. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Sand Hill Global Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Sand Hill Global Advisors sold 4,161 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $245K.
Sand Hill Global Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2016 and held it in 3 quarters.
Sand Hill Global Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $342K in Q2 2016.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Sand Hill Global Advisors's 13F filing for Q1 2020, filed 14 May 2020.