SFS
RDS.A

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 – 3119
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
-912
Closed -$49K – 603
2016
Q4 		$49K Buy
+912
New +$47K 0.02% 343

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return