White Lighthouse Investment Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

White Lighthouse Investment 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
2020 Q1	–	Sell	-3,750	Closed	-$221K	–	131
2019 Q4	$221K	Hold	3,750	–	–	0.08%	124
2019 Q3	$221K	Hold	3,750	–	–	0.09%	123
2019 Q2	$244K	Hold	3,750	–	–	0.1%	117
2019 Q1	$235K	Hold	3,750	–	–	0.11%	108
2018 Q4	$219K	Hold	3,750	–	–	0.12%	105
2018 Q3	$256K	Hold	3,750	–	–	0.13%	100
2018 Q2	$260K	Hold	3,750	–	–	0.14%	100
2018 Q1	$239K	Hold	3,750	–	–	0.14%	104
2017 Q4	$250K	Buy	+3,750	New	+$236K	0.14%	108

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

White Lighthouse Investment Management's RDS.A Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 3,750 shares — an estimated $221K sold.

White Lighthouse Investment Management first reported a position in RDS.A in Q4 2017 and held it in 9 quarters. The position peaked at $260K in Q2 2018. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

White Lighthouse Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 3,750 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $221K.
White Lighthouse Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 9 quarters.
White Lighthouse Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $260K in Q2 2018.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.