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

Wealthstreet Investment 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	-4,513	Closed	-$266K	–	352
2019 Q4	$266K	Sell	4,513 -1,600	-26%	-$93.4K	0.03%	303
2019 Q3	$366K	Hold	6,113	–	–	0.05%	256
2019 Q2	$398K	Hold	6,113	–	–	0.05%	248
2019 Q1	$383K	Hold	6,113	–	–	0.05%	253
2018 Q4	$358K	Buy	6,113 +1,860	+44%	+$115K	0.05%	253
2018 Q3	$290K	Sell	4,253 -1,860	-30%	-$124K	0.04%	293
2018 Q2	$423K	Buy	6,113 +1,860	+44%	+$129K	0.06%	256
2018 Q1	$271K	Buy	4,253 +240	+6%	+$15.8K	0.03%	297
2017 Q4	$268K	Buy	+4,013	New	+$253K	0.03%	291

Other funds holding RDS.A

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Wealthstreet Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 4,513 shares — an estimated $266K sold.

Wealthstreet Investment Advisors first reported a position in RDS.A in Q4 2017 and held it in 9 quarters. The position peaked at $423K in Q2 2018. 834 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Wealthstreet Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 4,513 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $266K.
Wealthstreet Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 9 quarters.
Wealthstreet Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $423K in Q2 2018.
834 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.