FIM
RDS.B

Fernwood Investment Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Fernwood Investment 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
2014
Q1 		– Sell
-4,977
Closed -$374K – 138
2013
Q4 		$374K Buy
+4,977
New +$350K 0.25% 96

Other funds holding RDS.B

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fernwood Investment Management's RDS.B Position: Q1 2014 in Review

Fernwood Investment Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2014, closing a stake of 4,977 shares — an estimated $374K sold.

Fernwood Investment Management first reported a position in RDS.B in Q4 2013 and held it in 1 quarter. The position peaked at $374K in Q4 2013. 400 funds tracked by Wall St. Rank hold RDS.B as of Q1 2014.

  • Fernwood Investment Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2014 after selling out during the quarter.
  • Fernwood Investment Management sold 4,977 Royal Dutch Shell PLC ADS Class B shares in Q1 2014, an estimated $374K.
  • Fernwood Investment Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2013 and held it in 1 quarter.
  • Fernwood Investment Management's Royal Dutch Shell PLC ADS Class B position peaked at $374K in Q4 2013.
  • 400 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2014.

Based on Fernwood Investment Management's 13F filing for Q1 2014, filed 23 Apr 2014.