WP
RDS.A

WMS Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

WMS Partners’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
-6,820
Closed -$238K – 220
2020
Q1 		$238K Buy
6,820
+1,470
+27% +$68.7K 0.07% 163
2019
Q4 		$316K Sell
5,350
-28
-0.5% -$1.64K 0.07% 175
2019
Q3 		$316K Buy
+5,378
New +$319K 0.08% 166

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

WMS Partners's RDS.A Position: Q2 2020 in Review

WMS Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q2 2020, closing a stake of 6,820 shares — an estimated $238K sold.

WMS Partners first reported a position in RDS.A in Q3 2019 and held it in 3 quarters. The position peaked at $316K in Q4 2019. 769 funds tracked by Wall St. Rank hold RDS.A as of Q2 2020.

  • WMS Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q2 2020 after selling out during the quarter.
  • WMS Partners sold 6,820 Royal Dutch Shell PLC ADS Class A shares in Q2 2020, an estimated $238K.
  • WMS Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q3 2019 and held it in 3 quarters.
  • WMS Partners's Royal Dutch Shell PLC ADS Class A position peaked at $316K in Q4 2019.
  • 769 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q2 2020.

Based on WMS Partners's 13F filing for Q2 2020, filed 12 Aug 2020.