Alpha Cubed Investments’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Alpha Cubed Investments’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
2019 Q1	–	Sell	-3,432	Closed	-$206K	–	263
2018 Q4	$206K	Sell	3,432 -2,250	-40%	-$144K	0.03%	201
2018 Q3	$385K	Buy	5,682 +1,224	+27%	+$84.8K	0.04%	196
2018 Q2	$324K	Sell	4,458 -10	-0.2%	-$720	0.04%	159
2018 Q1	$293K	Buy	+4,468	New	+$301K	0.04%	173
2017 Q3	–	Sell	-5,447	Closed	-$296K	–	245
2017 Q2	$296K	Buy	5,447 +1,165	+27%	+$64.8K	0.05%	159
2017 Q1	$239K	Buy	+4,282	New	+$243K	0.05%	168

Other funds holding RDS.B

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alpha Cubed Investments's RDS.B Position: Q1 2019 in Review

Alpha Cubed Investments sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2019, closing a stake of 3,432 shares — an estimated $206K sold.

Alpha Cubed Investments first reported a position in RDS.B in Q1 2017 and held it in 6 quarters. The position peaked at $385K in Q3 2018. 681 funds tracked by Wall St. Rank hold RDS.B as of Q1 2019.

Alpha Cubed Investments reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2019 after selling out during the quarter.
Alpha Cubed Investments sold 3,432 Royal Dutch Shell PLC ADS Class B shares in Q1 2019, an estimated $206K.
Alpha Cubed Investments first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2017 and held it in 6 quarters.
Alpha Cubed Investments's Royal Dutch Shell PLC ADS Class B position peaked at $385K in Q3 2018.
681 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2019.

Based on Alpha Cubed Investments's 13F filing for Q1 2019, filed 26 Apr 2019.