Advocacy Wealth Management Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Advocacy Wealth Management Services’s Portfolio RDS.B Stock Details RDS.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-200	Closed	-$13K	–	265
2017 Q3	$13K	Hold	200	–	–	0.01%	169
2017 Q2	$11K	Hold	200	–	–	﹤0.01%	186
2017 Q1	$11K	Sell	200 -36	-15%	-$2.04K	﹤0.01%	200
2016 Q4	$14K	Sell	236 -70	-23%	-$3.83K	﹤0.01%	171
2016 Q3	$16K	Buy	306 +25	+9%	+$1.34K	0.01%	236
2016 Q2	$16K	Buy	281 +81	+41%	+$4.17K	0.01%	263
2016 Q1	$10K	Sell	200 -214	-52%	-$9.61K	0.01%	355
2015 Q4	$19K	Buy	+414	New	+$20.9K	0.02%	277
2013 Q3	$34K	Hold	500	–	–	0.09%	134
2013 Q2	$33K	Buy	+500	New	+$34.2K	0.13%	107

Other funds holding RDS.B

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advocacy Wealth Management Services's RDS.B Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2017, closing a stake of 200 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in RDS.B in Q2 2013 and held it in 10 quarters. The position peaked at $34K in Q3 2013. 601 funds tracked by Wall St. Rank hold RDS.B as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 200 Royal Dutch Shell PLC ADS Class B shares in Q4 2017, an estimated $13K.
Advocacy Wealth Management Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 10 quarters.
Advocacy Wealth Management Services's Royal Dutch Shell PLC ADS Class B position peaked at $34K in Q3 2013.
601 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.