BWM
RDS.B

Buckley Wealth Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Buckley Wealth Management’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
-8,757
Closed -$621K – 154
2018
Q3 		$621K Sell
8,757
-833
-9% -$57.7K 0.27% 78
2018
Q2 		$697K Sell
9,590
-3,985
-29% -$287K 0.33% 64
2018
Q1 		$890K Sell
13,575
-1,900
-12% -$128K 0.44% 46
2017
Q4 		$1.06M Buy
+15,475
New +$1M 0.53% 43

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Buckley Wealth Management's RDS.B Position: Q4 2018 in Review

Buckley Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2018, closing a stake of 8,757 shares — an estimated $621K sold.

Buckley Wealth Management first reported a position in RDS.B in Q4 2017 and held it in 4 quarters. The position peaked at $1.06M in Q4 2017. 673 funds tracked by Wall St. Rank hold RDS.B as of Q4 2018.

  • Buckley Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 8,757 Royal Dutch Shell PLC ADS Class B shares in Q4 2018, an estimated $621K.
  • Buckley Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 4 quarters.
  • Buckley Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $1.06M in Q4 2017.
  • 673 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2018.

Based on Buckley Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.