APP
RDS.B

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

Avantax Planning 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
Q4 		– Sell
-1,112
Closed -$79K – 1323
2018
Q3 		$79K Buy
+1,112
New +$77K 0.01% 389
2018
Q2 		– Sell
-2,284
Closed -$158K – 1654
2018
Q1 		$158K Buy
+2,284
New +$154K 0.01% 331
2017
Q4 		– Sell
-3,874
Closed -$242K – 366
2017
Q3 		$242K Buy
+3,874
New +$222K 0.02% 332

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's RDS.B Position: Q4 2018 in Review

Avantax Planning Partners sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2018, closing a stake of 1,112 shares — an estimated $79K sold.

Avantax Planning Partners first reported a position in RDS.B in Q3 2017 and held it in 3 quarters. The position peaked at $242K in Q3 2017. 673 funds tracked by Wall St. Rank hold RDS.B as of Q4 2018.

  • Avantax Planning Partners reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,112 Royal Dutch Shell PLC ADS Class B shares in Q4 2018, an estimated $79K.
  • Avantax Planning Partners first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2017 and held it in 3 quarters.
  • Avantax Planning Partners's Royal Dutch Shell PLC ADS Class B position peaked at $242K in Q3 2017.
  • 673 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.