Tiedemann Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Tiedemann Advisors’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 Q1	–	Sell	-5,111	Closed	-$302K	–	333
2019 Q4	$302K	Sell	5,111 -926	-15%	-$54.1K	0.01%	244
2019 Q3	$356K	Sell	6,037 -168	-3%	-$9.97K	0.02%	244
2019 Q2	$405K	Sell	6,205 -474	-7%	-$30.3K	0.02%	216
2019 Q1	$417K	Buy	6,679 +7	+0.1%	+$433	0.02%	323
2018 Q4	$390K	Sell	6,672 -717	-10%	-$44.5K	0.02%	320
2018 Q3	$504K	Hold	7,389	–	–	0.03%	227
2018 Q2	$510K	Buy	7,389 +78	+1%	+$5.4K	0.03%	222
2018 Q1	$466K	Hold	7,311	–	–	0.03%	202
2017 Q4	$490K	Hold	7,311	–	–	0.04%	158
2017 Q3	$443K	Buy	7,311 +1,768	+32%	+$98.9K	0.04%	233
2017 Q2	$295K	Buy	5,543 +22	+0.4%	+$1.18K	0.02%	367
2017 Q1	$291K	Buy	+5,521	New	+$295K	0.02%	323
2016 Q4	–	Sell	-5,366	Closed	-$271K	–	333
2016 Q3	$271K	Buy	+5,366	New	+$274K	0.06%	116

Other funds holding RDS.A

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Tiedemann Advisors's RDS.A Position: Q1 2020 in Review

Tiedemann Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 5,111 shares — an estimated $302K sold.

Tiedemann Advisors first reported a position in RDS.A in Q3 2016 and held it in 13 quarters. The position peaked at $510K in Q2 2018. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Tiedemann Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Tiedemann Advisors sold 5,111 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $302K.
Tiedemann Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2016 and held it in 13 quarters.
Tiedemann Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $510K in Q2 2018.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Tiedemann Advisors's 13F filing for Q1 2020, filed 7 May 2020.