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

Empirical 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
2021 Q1	–	Sell	-13,889	Closed	-$467K	–	431
2020 Q4	$467K	Hold	13,889	–	–	0.04%	256
2020 Q3	$336K	Hold	13,889	–	–	0.03%	266
2020 Q2	$423K	Sell	13,889 -1,765	-11%	-$57.7K	0.04%	236
2020 Q1	$511K	Buy	15,654 +12,083	+338%	+$566K	0.06%	183
2019 Q4	$214K	Sell	3,571 -50	-1%	-$2.94K	0.02%	305
2019 Q3	$217K	Buy	3,621 +427	+13%	+$25.5K	0.03%	267
2019 Q2	$210K	Buy	+3,194	New	+$208K	0.03%	247

Other funds holding RDS.B

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Empirical Wealth Management's RDS.B Position: Q1 2021 in Review

Empirical Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2021, closing a stake of 13,889 shares — an estimated $467K sold.

Empirical Wealth Management first reported a position in RDS.B in Q2 2019 and held it in 7 quarters. The position peaked at $511K in Q1 2020. 538 funds tracked by Wall St. Rank hold RDS.B as of Q1 2021.

Empirical Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2021 after selling out during the quarter.
Empirical Wealth Management sold 13,889 Royal Dutch Shell PLC ADS Class B shares in Q1 2021, an estimated $467K.
Empirical Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2019 and held it in 7 quarters.
Empirical Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $511K in Q1 2020.
538 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2021.

Based on Empirical Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.