Fusion Family Wealth’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-62	Closed	-$4K	–	254
2018 Q4	$4K	Hold	62	–	–	﹤0.01%	216
2018 Q3	$4K	Hold	62	–	–	﹤0.01%	227
2018 Q2	$5K	Hold	62	–	–	﹤0.01%	241
2018 Q1	$4K	Hold	62	–	–	﹤0.01%	233
2017 Q4	$4K	Buy	+62	New	+$4.02K	﹤0.01%	244
2017 Q3	–	Sell	-62	Closed	-$3K	–	312
2017 Q2	$3K	Hold	62	–	–	﹤0.01%	244
2017 Q1	$3K	Hold	62	–	–	﹤0.01%	261
2016 Q4	$3K	Buy	+62	New	+$3.39K	﹤0.01%	343

Other funds holding RDS.B

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fusion Family Wealth's RDS.B Position: Q1 2019 in Review

Fusion Family Wealth sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2019, closing a stake of 62 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in RDS.B in Q4 2016 and held it in 8 quarters. The position peaked at $5K in Q2 2018. 681 funds tracked by Wall St. Rank hold RDS.B as of Q1 2019.

Fusion Family Wealth reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 62 Royal Dutch Shell PLC ADS Class B shares in Q1 2019, an estimated $4K.
Fusion Family Wealth first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's Royal Dutch Shell PLC ADS Class B position peaked at $5K in Q2 2018.
681 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.