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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,547
Closed -$213K 557
2019
Q4
$213K Sell
3,547
-65
-2% -$3.83K 0.02% 475
2019
Q3
$217K Sell
3,612
-2,646
-42% -$158K 0.02% 447
2019
Q2
$411K Buy
6,258
+94
+2% +$6.11K 0.05% 325
2019
Q1
$394K Buy
6,164
+1
+0% +$63 0.05% 313
2018
Q4
$370K Sell
6,163
-6,134
-50% -$392K 0.05% 296
2018
Q3
$872K Sell
12,297
-1,540
-11% -$107K 0.1% 207
2018
Q2
$989K Hold
13,837
0.12% 177
2018
Q1
$907K Sell
13,837
-1,484
-10% -$99.9K 0.12% 182
2017
Q4
$1.05M Buy
+15,321
New +$993K 0.14% 154

Other funds holding RDS.B

Financial Advocates Investment Management's RDS.B Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2020, closing a stake of 3,547 shares — an estimated $213K sold.

Financial Advocates Investment Management first reported a position in RDS.B in Q4 2017 and held it in 9 quarters. The position peaked at $1.05M in Q4 2017. 608 funds tracked by Wall St. Rank hold RDS.B as of Q1 2020.

  • Financial Advocates Investment Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,547 Royal Dutch Shell PLC ADS Class B shares in Q1 2020, an estimated $213K.
  • Financial Advocates Investment Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 9 quarters.
  • Financial Advocates Investment Management's Royal Dutch Shell PLC ADS Class B position peaked at $1.05M in Q4 2017.
  • 608 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.