Appleton Partners’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Appleton Partners’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
2018 Q3	–	Sell	-3,215	Closed	-$234K	–	266
2018 Q2	$234K	Buy	+3,215	New	+$231K	0.03%	243
2016 Q1	–	Sell	-6,864	Closed	-$316K	–	216
2015 Q4	$316K	Buy	6,864 +969	+16%	+$49K	0.06%	179
2015 Q3	$280K	Buy	+5,895	New	+$318K	0.06%	176
2015 Q1	–	Sell	-3,009	Closed	-$209K	–	195
2014 Q4	$209K	Hold	3,009	–	–	0.05%	176
2014 Q3	$238K	Hold	3,009	–	–	0.06%	163
2014 Q2	$262K	Sell	3,009 -23	-0.8%	-$1.91K	0.06%	154
2014 Q1	$237K	Hold	3,032	–	–	0.06%	161
2013 Q4	$228K	Hold	3,032	–	–	0.05%	156
2013 Q3	$209K	Buy	+3,032	New	+$207K	0.06%	159

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

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

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

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

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

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

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

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

Appleton Partners's RDS.B Position: Q3 2018 in Review

Appleton Partners sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2018, closing a stake of 3,215 shares — an estimated $234K sold.

Appleton Partners first reported a position in RDS.B in Q3 2013 and held it in 9 quarters. The position peaked at $316K in Q4 2015. 649 funds tracked by Wall St. Rank hold RDS.B as of Q3 2018.

Appleton Partners reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2018 after selling out during the quarter.
Appleton Partners sold 3,215 Royal Dutch Shell PLC ADS Class B shares in Q3 2018, an estimated $234K.
Appleton Partners first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2013 and held it in 9 quarters.
Appleton Partners's Royal Dutch Shell PLC ADS Class B position peaked at $316K in Q4 2015.
649 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2018.

Based on Appleton Partners's 13F filing for Q3 2018, filed 9 Oct 2018.