Sowell Financial Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-9,767	Closed	-$392K	–	3113
2021 Q1	$392K	Sell	9,767 -91	-0.9%	-$3.66K	0.01%	737
2020 Q4	$346K	Buy	9,858 +29	+0.3%	+$905	0.01%	641
2020 Q3	$247K	Sell	9,829 -1,100	-10%	-$33.3K	0.01%	668
2020 Q2	$357K	Sell	10,929 -932	-8%	-$32K	0.02%	547
2020 Q1	$414K	Sell	11,861 -8,338	-41%	-$389K	0.03%	444
2019 Q4	$1.19M	Buy	20,199 +694	+4%	+$40.5K	0.09%	228
2019 Q3	$1.15M	Buy	+19,505	New	+$1.16M	0.09%	222
2017 Q1	–	Sell	-944	Closed	-$49K	–	597
2016 Q4	$49K	Buy	+944	New	+$47K	0.02%	343

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Sowell Financial Services's RDS.A Position: Q2 2021 in Review

Sowell Financial Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2021, closing a stake of 9,767 shares — an estimated $392K sold.

Sowell Financial Services first reported a position in RDS.A in Q4 2016 and held it in 8 quarters. The position peaked at $1.19M in Q4 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2021.

Sowell Financial Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 9,767 Royal Dutch Shell PLC ADS Class A shares in Q2 2021, an estimated $392K.
Sowell Financial Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's Royal Dutch Shell PLC ADS Class A position peaked at $1.19M in Q4 2019.
769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.