Wolff Financial Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Wolff Financial 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	-3,917	Closed	-$231K	–	86
2019 Q4	$231K	Buy	3,917 +315	+9%	+$18.4K	0.15%	80
2019 Q3	$212K	Hold	3,602	–	–	0.15%	79
2019 Q2	$234K	Sell	3,602 -3,078	-46%	-$197K	0.18%	74
2019 Q1	$418K	Hold	6,680	–	–	0.35%	53
2018 Q4	$389K	Buy	+6,680	New	+$414K	0.38%	51

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

Wolff Financial Management's RDS.A Position: Q1 2020 in Review

Wolff Financial Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2020, closing a stake of 3,917 shares — an estimated $231K sold.

Wolff Financial Management first reported a position in RDS.A in Q4 2018 and held it in 5 quarters. The position peaked at $418K in Q1 2019. 836 funds tracked by Wall St. Rank hold RDS.A as of Q1 2020.

Wolff Financial Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2020 after selling out during the quarter.
Wolff Financial Management sold 3,917 Royal Dutch Shell PLC ADS Class A shares in Q1 2020, an estimated $231K.
Wolff Financial Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 5 quarters.
Wolff Financial Management's Royal Dutch Shell PLC ADS Class A position peaked at $418K in Q1 2019.
836 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2020.

Based on Wolff Financial Management's 13F filing for Q1 2020, filed 15 Apr 2020.