Edgemoor Investment Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Edgemoor Investment 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 Q4	–	Sell	-3,203	Closed	-$227K	–	138
2018 Q3	$227K	Hold	3,203	–	–	0.03%	130
2018 Q2	$233K	Hold	3,203	–	–	0.03%	125
2018 Q1	$210K	Hold	3,203	–	–	0.03%	136
2017 Q4	$231K	Hold	3,203	–	–	0.03%	131
2017 Q3	$200K	Buy	+3,203	New	+$184K	0.03%	142
2015 Q2	–	Sell	-3,451	Closed	-$216K	–	144
2015 Q1	$216K	Hold	3,451	–	–	0.03%	126
2014 Q4	$240K	Hold	3,451	–	–	0.04%	125
2014 Q3	$273K	Buy	3,451 +60	+2%	+$5.06K	0.04%	119
2014 Q2	$295K	Hold	3,391	–	–	0.04%	118
2014 Q1	$265K	Hold	3,391	–	–	0.04%	117
2013 Q4	$255K	Hold	3,391	–	–	0.04%	119
2013 Q3	$233K	Sell	3,391 -1,000	-23%	-$68.3K	0.04%	123
2013 Q2	$291K	Buy	+4,391	New	+$300K	0.05%	121

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Edgemoor Investment Advisors's RDS.B Position: Q4 2018 in Review

Edgemoor Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2018, closing a stake of 3,203 shares — an estimated $227K sold.

Edgemoor Investment Advisors first reported a position in RDS.B in Q2 2013 and held it in 13 quarters. The position peaked at $295K in Q2 2014. 673 funds tracked by Wall St. Rank hold RDS.B as of Q4 2018.

Edgemoor Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2018 after selling out during the quarter.
Edgemoor Investment Advisors sold 3,203 Royal Dutch Shell PLC ADS Class B shares in Q4 2018, an estimated $227K.
Edgemoor Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 13 quarters.
Edgemoor Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $295K in Q2 2014.
673 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2018.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.