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

Berman Capital 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
2021 Q3	$16K	Buy	381 +121	+47%	+$4.79K	﹤0.01%	1061
2021 Q2	$10K	Buy	260 +50	+24%	+$1.88K	﹤0.01%	1147
2021 Q1	$7K	Buy	210 +142	+209%	+$5.42K	﹤0.01%	1186
2020 Q4	$2K	Sell	68 -410	-86%	-$12.2K	﹤0.01%	1471
2020 Q3	$11K	Buy	478 +107	+29%	+$3.07K	﹤0.01%	780
2020 Q2	$11K	Sell	371 -598	-62%	-$19.5K	﹤0.01%	745
2020 Q1	$30K	Buy	969 +907	+1,463%	+$42.5K	0.01%	396
2019 Q4	$3K	Buy	62 +2	+3%	+$118	﹤0.01%	1151
2019 Q3	$3K	Sell	60 -140	-70%	-$8.36K	﹤0.01%	1126
2019 Q2	$13K	Buy	200 +1	+0.5%	+$65	﹤0.01%	656
2019 Q1	$12K	Buy	199 +91	+84%	+$5.75K	﹤0.01%	611
2018 Q4	$5K	Buy	+108	New	+$6.9K	﹤0.01%	710

Other funds holding RDS.B

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Berman Capital Advisors's RDS.B Position: Q3 2021 in Review

Berman Capital Advisors increased its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 47% in Q3 2021, buying an estimated $4.79K and bringing the position to 381 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Berman Capital Advisors first reported a position in RDS.B in Q4 2018 and has held it in 12 quarters since. The position peaked at $30K in Q1 2020. 535 funds tracked by Wall St. Rank hold RDS.B as of Q3 2021.

Berman Capital Advisors held 381 shares of Royal Dutch Shell PLC ADS Class B worth $16K as of Q3 2021.
Berman Capital Advisors bought 121 Royal Dutch Shell PLC ADS Class B shares in Q3 2021, an estimated $4.79K.
Royal Dutch Shell PLC ADS Class B made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1061 holding.
Berman Capital Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $30K in Q1 2020.
535 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.