Taylor Hoffman Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Taylor Hoffman Wealth Management’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	–	Sell	-200	Closed	-$7K	–	393
2020 Q2	$7K	Buy	+200	New	+$6.86K	﹤0.01%	315
2020 Q1	–	Sell	-200	Closed	-$12K	–	413
2019 Q4	$12K	Sell	200 -200	-50%	-$11.7K	0.01%	306
2019 Q3	$24K	Hold	400	–	–	0.02%	257
2019 Q2	$26K	Hold	400	–	–	0.02%	235
2019 Q1	$25K	Hold	400	–	–	0.02%	242
2018 Q4	$23K	Hold	400	–	–	0.02%	234
2018 Q3	$27K	Hold	400	–	–	0.02%	227
2018 Q2	$28K	Hold	400	–	–	0.02%	214
2018 Q1	$26K	Hold	400	–	–	0.02%	231
2017 Q4	$27K	Buy	+400	New	+$25.2K	0.03%	230

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

Taylor Hoffman Wealth Management's RDS.A Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2020, closing a stake of 200 shares — an estimated $7K sold.

Taylor Hoffman Wealth Management first reported a position in RDS.A in Q4 2017 and held it in 10 quarters. The position peaked at $28K in Q2 2018. 665 funds tracked by Wall St. Rank hold RDS.A as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 200 Royal Dutch Shell PLC ADS Class A shares in Q3 2020, an estimated $7K.
Taylor Hoffman Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $28K in Q2 2018.
665 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.