Gary Goldberg Planning Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Gary Goldberg Planning Services’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	$6.63M	Buy	95,334 +7,902	+9%	+$570K	2.79%	11
2014 Q3	$6.92M	Buy	87,432 +6,017	+7%	+$507K	2.88%	9
2014 Q2	$7.08M	Buy	81,415 +7,500	+10%	+$623K	3.12%	8
2014 Q1	$5.77M	Buy	73,915 +15,670	+27%	+$1.19M	2.82%	10
2013 Q4	$4.38M	Sell	58,245 -11,735	-17%	-$826K	2.54%	10
2013 Q3	$4.82M	Buy	69,980 +7,795	+13%	+$532K	2.92%	10
2013 Q2	$4.12M	Buy	+62,185	New	+$4.25M	2.63%	13

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

Gary Goldberg Planning Services's RDS.B Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 9% in Q4 2014, buying an estimated $570K and bringing the position to 95,334 shares worth $6.63M. The position accounts for 2.79% of the portfolio, ranked #11.

Gary Goldberg Planning Services first reported a position in RDS.B in Q2 2013 and has held it in 7 quarters since. The position peaked at $7.08M in Q2 2014. 410 funds tracked by Wall St. Rank hold RDS.B as of Q4 2014.

Gary Goldberg Planning Services held 95,334 shares of Royal Dutch Shell PLC ADS Class B worth $6.63M as of Q4 2014.
Gary Goldberg Planning Services bought 7,902 Royal Dutch Shell PLC ADS Class B shares in Q4 2014, an estimated $570K.
Royal Dutch Shell PLC ADS Class B made up 2.79% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #11 holding.
Gary Goldberg Planning Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Royal Dutch Shell PLC ADS Class B position peaked at $7.08M in Q2 2014.
410 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.