Wealthcare Capital Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-830	Closed	-$33K	–	754
2021 Q1	$33K	Buy	+830	New	+$33.4K	﹤0.01%	180
2020 Q2	–	Sell	-830	Closed	-$29K	–	267
2020 Q1	$29K	Sell	830 -152	-15%	-$7.1K	﹤0.01%	115
2019 Q4	$58K	Buy	982 +152	+18%	+$8.88K	0.01%	103
2019 Q3	$49K	Hold	830	–	–	0.01%	100
2019 Q2	$54K	Hold	830	–	–	0.01%	92
2019 Q1	$52K	Hold	830	–	–	0.01%	94
2018 Q4	$48K	Hold	830	–	–	0.01%	95
2018 Q3	$57K	Hold	830	–	–	0.01%	85
2018 Q2	$57K	Hold	830	–	–	0.01%	80
2018 Q1	$53K	Buy	+830	New	+$54.7K	0.01%	79
2015 Q2	–	Sell	-136	Closed	-$8K	–	928
2015 Q1	$8K	Buy	+136	New	+$8.62K	﹤0.01%	547

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wealthcare Capital Management's RDS.A Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2021, closing a stake of 830 shares — an estimated $33K sold.

Wealthcare Capital Management first reported a position in RDS.A in Q1 2015 and held it in 11 quarters. The position peaked at $58K in Q4 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2021.

Wealthcare Capital Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 830 Royal Dutch Shell PLC ADS Class A shares in Q2 2021, an estimated $33K.
Wealthcare Capital Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2015 and held it in 11 quarters.
Wealthcare Capital Management's Royal Dutch Shell PLC ADS Class A position peaked at $58K in Q4 2019.
769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.