Shine Investment Advisory Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Shine Investment Advisory Services’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 Q3	$2K	Sell	73 -496	-87%	-$15K	﹤0.01%	692
2020 Q2	$19K	Hold	569	–	–	0.01%	464
2020 Q1	$20K	Hold	569	–	–	0.01%	424
2019 Q4	$34K	Buy	569 +73	+15%	+$4.26K	0.01%	405
2019 Q3	$29K	Sell	496 -254	-34%	-$15.1K	0.01%	407
2019 Q2	$49K	Sell	750 -14	-2%	-$895	0.02%	307
2019 Q1	$48K	Hold	764	–	–	0.02%	310
2018 Q4	$45K	Sell	764 -25	-3%	-$1.55K	0.02%	301
2018 Q3	$54K	Sell	789 -599	-43%	-$40K	0.03%	282
2018 Q2	$96K	Hold	1,388	–	–	0.05%	184
2018 Q1	$89K	Hold	1,388	–	–	0.05%	188
2017 Q4	$93K	Hold	1,388	–	–	0.05%	185
2017 Q3	$84K	Hold	1,388	–	–	0.04%	191
2017 Q2	$74K	Buy	+1,388	New	+$74.3K	0.04%	199

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Shine Investment Advisory Services's RDS.A Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Royal Dutch Shell PLC ADS Class A (RDS.A) stake by 87% in Q3 2020, selling an estimated $15K and leaving 73 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Shine Investment Advisory Services first reported a position in RDS.A in Q2 2017 and has held it in 14 quarters since. The position peaked at $96K in Q2 2018. 665 funds tracked by Wall St. Rank hold RDS.A as of Q3 2020.

Shine Investment Advisory Services held 73 shares of Royal Dutch Shell PLC ADS Class A worth $2K as of Q3 2020.
Shine Investment Advisory Services sold 496 Royal Dutch Shell PLC ADS Class A shares in Q3 2020, an estimated $15K.
Royal Dutch Shell PLC ADS Class A made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #692 holding.
Shine Investment Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Royal Dutch Shell PLC ADS Class A position peaked at $96K in Q2 2018.
665 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.