GIA
RDS.B

Gladstone Institutional Advisory’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-3,392
Closed -$203K – 295
2019
Q3 		$203K Buy
+3,392
New +$202K 0.05% 267

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gladstone Institutional Advisory's RDS.B Position: Q4 2019 in Review

Gladstone Institutional Advisory sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2019, closing a stake of 3,392 shares — an estimated $203K sold.

Gladstone Institutional Advisory first reported a position in RDS.B in Q3 2019 and held it in 1 quarter. The position peaked at $203K in Q3 2019. 705 funds tracked by Wall St. Rank hold RDS.B as of Q4 2019.

  • Gladstone Institutional Advisory reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2019 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,392 Royal Dutch Shell PLC ADS Class B shares in Q4 2019, an estimated $203K.
  • Gladstone Institutional Advisory first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2019 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Royal Dutch Shell PLC ADS Class B position peaked at $203K in Q3 2019.
  • 705 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2019.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.