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

Destination 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
2019 Q3	–	Sell	-840	Closed	-$55K	–	540
2019 Q2	$55K	Buy	840 +22	+3%	+$1.43K	﹤0.01%	263
2019 Q1	$52K	Buy	818 +18	+2%	+$1.14K	﹤0.01%	259
2018 Q4	$48K	Sell	800 -40	-5%	-$2.56K	﹤0.01%	262
2018 Q3	$60K	Sell	840 -138	-14%	-$9.56K	﹤0.01%	264
2018 Q2	$71K	Hold	978	–	–	﹤0.01%	225
2018 Q1	$64K	Buy	+978	New	+$65.8K	﹤0.01%	227

Other funds holding RDS.B

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Destination Wealth Management's RDS.B Position: Q3 2019 in Review

Destination Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2019, closing a stake of 840 shares — an estimated $55K sold.

Destination Wealth Management first reported a position in RDS.B in Q1 2018 and held it in 6 quarters. The position peaked at $71K in Q2 2018. 654 funds tracked by Wall St. Rank hold RDS.B as of Q3 2019.

Destination Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 840 Royal Dutch Shell PLC ADS Class B shares in Q3 2019, an estimated $55K.
Destination Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $71K in Q2 2018.
654 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.