FGC
RDS.B

Financial Gravity Companies’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Financial Gravity Companies’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 		$4K Buy
+67
New +$4.28K ﹤0.01% 799
2018
Q1 		$8K Buy
106
+90
+563% +$6.06K 0.01% 626
2017
Q4 		$1K Buy
+16
New +$1.04K ﹤0.01% 1279

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Companies's RDS.B Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2018: 67 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RDS.B as recently as Q1 2018.

Financial Gravity Companies first reported a position in RDS.B in Q4 2017 and has held it in 3 quarters since. The position peaked at $8K in Q1 2018. 673 funds tracked by Wall St. Rank hold RDS.B as of Q4 2018.

  • Financial Gravity Companies held 67 shares of Royal Dutch Shell PLC ADS Class B worth $4K as of Q4 2018.
  • Royal Dutch Shell PLC ADS Class B was a new Financial Gravity Companies position in Q4 2018.
  • Royal Dutch Shell PLC ADS Class B made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #799 holding.
  • Financial Gravity Companies first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Royal Dutch Shell PLC ADS Class B position peaked at $8K in Q1 2018.
  • 673 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.