EWA
RDS.B

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

Evolution 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
2020
Q2 		– Sell
-155
Closed -$5K – 578
2020
Q1 		$5K Buy
+155
New +$7.26K ﹤0.01% 263
2019
Q4 		– Sell
-155
Closed -$9K – 714
2019
Q3 		$9K Buy
+155
New +$9.25K ﹤0.01% 200

Other funds holding RDS.B

Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's RDS.B Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2020, closing a stake of 155 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in RDS.B in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q3 2019. 569 funds tracked by Wall St. Rank hold RDS.B as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 155 Royal Dutch Shell PLC ADS Class B shares in Q2 2020, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $9K in Q3 2019.
  • 569 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.