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

Whitener 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
2019 Q4	–	Sell	-1,321	Closed	-$77K	–	480
2019 Q3	$77K	Buy	1,321 +471	+55%	+$28K	0.04%	189
2019 Q2	$55K	Sell	850 -50	-6%	-$3.2K	0.03%	217
2019 Q1	$56K	Hold	900	–	–	0.04%	206
2018 Q4	$52K	Sell	900 -100	-10%	-$6.2K	0.04%	192
2018 Q3	$68K	Buy	+1,000	New	+$66.8K	0.04%	174
2018 Q2	–	Sell	-900	Closed	-$57K	–	452
2018 Q1	$57K	Buy	900 +580	+181%	+$38.2K	0.04%	186
2017 Q4	$21K	Buy	+320	New	+$20.2K	0.02%	256

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whitener Capital Management's RDS.A Position: Q4 2019 in Review

Whitener Capital Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2019, closing a stake of 1,321 shares — an estimated $77K sold.

Whitener Capital Management first reported a position in RDS.A in Q4 2017 and held it in 7 quarters. The position peaked at $77K in Q3 2019. 1,074 funds tracked by Wall St. Rank hold RDS.A as of Q4 2019.

Whitener Capital Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 1,321 Royal Dutch Shell PLC ADS Class A shares in Q4 2019, an estimated $77K.
Whitener Capital Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Royal Dutch Shell PLC ADS Class A position peaked at $77K in Q3 2019.
1,074 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.