SMH
RDS.A

Sanders Morris Harris’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Sanders Morris Harris’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
Q2 		– Sell
-4,370
Closed -$240K – 235
2020
Q1 		$240K Hold
4,370
– – 0.23% 99
2019
Q4 		$262K Hold
4,370
– – 0.06% 238
2019
Q3 		$249K Hold
4,370
– – 0.06% 233
2019
Q2 		$285K Buy
+4,370
New +$279K 0.07% 221
2016
Q2 		– Sell
-14,887
Closed -$721K – 336
2016
Q1 		$721K Buy
+14,887
New +$666K 0.12% 155

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Morris Harris's RDS.A Position: Q2 2020 in Review

Sanders Morris Harris sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 4,370 shares — an estimated $240K sold.

Sanders Morris Harris first reported a position in RDS.A in Q1 2016 and held it in 5 quarters. The position peaked at $721K in Q1 2016. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

  • Sanders Morris Harris reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 4,370 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $240K.
  • Sanders Morris Harris first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2016 and held it in 5 quarters.
  • Sanders Morris Harris's Royal Dutch Shell PLC ADS Class A position peaked at $721K in Q1 2016.
  • 769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Sanders Morris Harris's 13F filing for Q2 2020, filed 9 Jul 2020.