Apriem Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Apriem Advisors’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	-350	Closed	-$25K	–	413
2018 Q2	$25K	Buy	+350	New	+$25.2K	0.01%	322
2017 Q2	–	Sell	-250	Closed	-$14K	–	595
2017 Q1	$14K	Hold	250	–	–	﹤0.01%	387
2016 Q4	$14K	Hold	250	–	–	﹤0.01%	411
2016 Q3	$13K	Hold	250	–	–	﹤0.01%	381
2016 Q2	$14K	Hold	250	–	–	﹤0.01%	382
2016 Q1	$12K	Hold	250	–	–	﹤0.01%	364
2015 Q4	$12K	Hold	250	–	–	﹤0.01%	360
2015 Q3	$12K	Hold	250	–	–	﹤0.01%	346
2015 Q2	$14K	Buy	250 +125	+100%	+$7.74K	﹤0.01%	376
2015 Q1	$8K	Buy	+125	New	+$8.27K	﹤0.01%	440

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

Apriem Advisors's RDS.B Position: Q3 2018 in Review

Apriem Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2018, closing a stake of 350 shares — an estimated $25K sold.

Apriem Advisors first reported a position in RDS.B in Q1 2015 and held it in 10 quarters. The position peaked at $25K in Q2 2018. 649 funds tracked by Wall St. Rank hold RDS.B as of Q3 2018.

Apriem Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 350 Royal Dutch Shell PLC ADS Class B shares in Q3 2018, an estimated $25K.
Apriem Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2015 and held it in 10 quarters.
Apriem Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $25K in Q2 2018.
649 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.