WAM
RDS.A

Wealthspire Advisors (Maryland)’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-5,766
Closed -$201K – 479
2020
Q1 		$201K Sell
5,766
-975
-14% -$45.5K 0.02% 396
2019
Q4 		$398K Buy
6,741
+665
+11% +$38.8K 0.03% 313
2019
Q3 		$358K Sell
6,076
-165
-3% -$9.79K 0.03% 315
2019
Q2 		$406K Buy
6,241
+2,851
+84% +$182K 0.03% 290
2019
Q1 		$212K Sell
3,390
-410
-11% -$25.3K 0.02% 420
2018
Q4 		$221K Sell
3,800
-434
-10% -$26.9K 0.02% 382
2018
Q3 		$289K Sell
4,234
-210
-5% -$14K 0.02% 372
2018
Q2 		$308K Sell
4,444
-394
-8% -$27.3K 0.03% 357
2018
Q1 		$309K Buy
4,838
+177
+4% +$11.7K 0.03% 357
2017
Q4 		$311K Buy
4,661
+119
+3% +$7.5K 0.03% 358
2017
Q3 		$275K Sell
4,542
-4
-0.1% -$224 0.03% 385
2017
Q2 		$242K Buy
4,546
+257
+6% +$13.8K 0.03% 394
2017
Q1 		$226K Buy
4,289
+1,668
+64% +$89.3K 0.03% 359
2016
Q4 		$143K Sell
2,621
-23
-0.9% -$1.19K 0.02% 473
2016
Q3 		$132K Hold
2,644
– – 0.02% 497
2016
Q2 		$146K Buy
2,644
+25
+1% +$1.27K 0.02% 450
2016
Q1 		$127K Sell
2,619
-309
-11% -$13.8K 0.02% 473
2015
Q4 		$134K Buy
+2,928
New +$147K 0.02% 459

Other funds holding RDS.A

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RDS.A Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 5,766 shares — an estimated $201K sold.

Wealthspire Advisors (Maryland) first reported a position in RDS.A in Q4 2015 and held it in 18 quarters. The position peaked at $406K in Q2 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,766 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $201K.
  • Wealthspire Advisors (Maryland) first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s Royal Dutch Shell PLC ADS Class A position peaked at $406K in Q2 2019.
  • 769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.