Founders Bank & Trust’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Founders Bank & Trust’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 Q4	$458K	Buy	6,582 +17	+0.3%	+$1.23K	0.24%	66
2014 Q3	$519K	Buy	6,565 +11	+0.2%	+$928	0.29%	56
2014 Q2	$570K	Buy	6,554 +46	+0.7%	+$3.82K	0.32%	54
2014 Q1	$508K	Buy	6,508 +318	+5%	+$24.1K	0.3%	57
2013 Q4	$446K	Buy	6,190 +946	+18%	+$66.6K	0.26%	57
2013 Q3	$361K	Buy	5,244 +1,069	+26%	+$73K	0.18%	64
2013 Q2	$276K	Buy	+4,175	New	+$285K	0.15%	66

Other funds holding RDS.B

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Founders Bank & Trust's RDS.B Position: Q4 2014 in Review

Founders Bank & Trust increased its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 0.26% in Q4 2014, buying an estimated $1.23K and bringing the position to 6,582 shares worth $458K. The position accounts for 0.24% of the portfolio, ranked #66.

Founders Bank & Trust first reported a position in RDS.B in Q2 2013 and has held it in 7 quarters since. The position peaked at $570K in Q2 2014. 410 funds tracked by Wall St. Rank hold RDS.B as of Q4 2014.

Founders Bank & Trust held 6,582 shares of Royal Dutch Shell PLC ADS Class B worth $458K as of Q4 2014.
Founders Bank & Trust bought 17 Royal Dutch Shell PLC ADS Class B shares in Q4 2014, an estimated $1.23K.
Royal Dutch Shell PLC ADS Class B made up 0.24% of Founders Bank & Trust's portfolio in Q4 2014, its #66 holding.
Founders Bank & Trust first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's Royal Dutch Shell PLC ADS Class B position peaked at $570K in Q2 2014.
410 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.