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

Clear Perspective 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	-1,491	Closed	-$108K	–	469
2018 Q2	$108K	Sell	1,491 -50	-3%	-$3.6K	0.08%	186
2018 Q1	$101K	Hold	1,541	–	–	0.08%	190
2017 Q4	$105K	Buy	+1,541	New	+$99.9K	0.08%	183
2017 Q3	–	Sell	-2,541	Closed	-$146K	–	188
2017 Q2	$138K	Sell	2,541 -879	-26%	-$48.9K	0.12%	148
2017 Q1	$191K	Hold	3,420	–	–	0.13%	122
2016 Q4	$198K	Buy	+3,420	New	+$187K	0.13%	124

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

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

Clear Perspective Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2018, closing a stake of 1,491 shares — an estimated $108K sold.

Clear Perspective Advisors first reported a position in RDS.B in Q4 2016 and held it in 6 quarters. The position peaked at $198K in Q4 2016. 649 funds tracked by Wall St. Rank hold RDS.B as of Q3 2018.

Clear Perspective Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,491 Royal Dutch Shell PLC ADS Class B shares in Q3 2018, an estimated $108K.
Clear Perspective Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $198K in Q4 2016.
649 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.