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

Forvis Mazars 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
2018 Q1	–	Sell	-2,953	Closed	-$202K	–	257
2017 Q4	$202K	Buy	+2,953	New	+$191K	0.02%	234
2015 Q1	–	Sell	-3,045	Closed	-$212K	–	191
2014 Q4	$212K	Sell	3,045 -50	-2%	-$3.6K	0.03%	150
2014 Q3	$245K	Buy	3,095 +50	+2%	+$4.22K	0.04%	122
2014 Q2	$265K	Hold	3,045	–	–	0.05%	119
2014 Q1	$238K	Hold	3,045	–	–	0.04%	144
2013 Q4	$229K	Hold	3,045	–	–	0.04%	144
2013 Q3	$210K	Hold	3,045	–	–	0.04%	140
2013 Q2	$202K	Buy	+3,045	New	+$208K	0.16%	93

Other funds holding RDS.B

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors's RDS.B Position: Q1 2018 in Review

Forvis Mazars Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2018, closing a stake of 2,953 shares — an estimated $202K sold.

Forvis Mazars Wealth Advisors first reported a position in RDS.B in Q2 2013 and held it in 8 quarters. The position peaked at $265K in Q2 2014. 625 funds tracked by Wall St. Rank hold RDS.B as of Q1 2018.

Forvis Mazars Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,953 Royal Dutch Shell PLC ADS Class B shares in Q1 2018, an estimated $202K.
Forvis Mazars Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 8 quarters.
Forvis Mazars Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $265K in Q2 2014.
625 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.