Wealth Alliance Advisory Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Wealth Alliance Advisory Group’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	-4,760	Closed	-$281K	–	140
2019 Q4	$281K	Buy	4,760 +420	+10%	+$24.5K	0.16%	97
2019 Q3	$251K	Hold	4,340	–	–	0.16%	101
2019 Q2	$280K	Sell	4,340 -1,500	-26%	-$95.9K	0.17%	92
2019 Q1	$363K	Sell	5,840 -200	-3%	-$12.4K	0.23%	72
2018 Q4	$352K	Sell	6,040 -1,000	-14%	-$62K	0.26%	64
2018 Q3	$480K	Hold	7,040	–	–	0.25%	70
2018 Q2	$487K	Buy	7,040 +1,234	+21%	+$85.5K	0.27%	64
2018 Q1	$370K	Buy	+5,806	New	+$382K	0.22%	73

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

Wealth Alliance Advisory Group's RDS.A Position: Q1 2020 in Review

Wealth Alliance Advisory Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 4,760 shares — an estimated $281K sold.

Wealth Alliance Advisory Group first reported a position in RDS.A in Q1 2018 and held it in 8 quarters. The position peaked at $487K in Q2 2018. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Wealth Alliance Advisory Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Wealth Alliance Advisory Group sold 4,760 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $281K.
Wealth Alliance Advisory Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2018 and held it in 8 quarters.
Wealth Alliance Advisory Group's Royal Dutch Shell PLC ADS Class A position peaked at $487K in Q2 2018.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2020, filed 15 Apr 2020.