CWA
RDS.B

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

Clarus Wealth 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
2019
Q3 		– Sell
-75
Closed -$5K – 596
2019
Q2 		$5K Hold
75
– – ﹤0.01% 498
2019
Q1 		$5K Sell
75
-180
-71% -$11.4K ﹤0.01% 584
2018
Q4 		$15K Buy
255
+3
+1% +$192 0.02% 453
2018
Q3 		$18K Buy
252
+5
+2% +$346 0.01% 452
2018
Q2 		$16K Buy
+247
New +$17.8K 0.01% 462

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clarus Wealth Advisors's RDS.B Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2019, closing a stake of 75 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in RDS.B in Q2 2018 and held it in 5 quarters. The position peaked at $18K in Q3 2018. 654 funds tracked by Wall St. Rank hold RDS.B as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 75 Royal Dutch Shell PLC ADS Class B shares in Q3 2019, an estimated $5K.
  • Clarus Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $18K in Q3 2018.
  • 654 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.