Global Wealth Management Investment Advisory’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Global Wealth Management Investment 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
2020 Q3	–	Sell	-121	Closed	-$4K	–	667
2020 Q2	$4K	Sell	121 -75	-38%	-$2.45K	﹤0.01%	470
2020 Q1	$6K	Hold	196	–	–	﹤0.01%	401
2019 Q4	$12K	Hold	196	–	–	0.01%	339
2019 Q3	$12K	Sell	196 -208	-51%	-$12.4K	0.01%	308
2019 Q2	$27K	Sell	404 -1,633	-80%	-$106K	0.01%	236
2019 Q1	$130K	Sell	2,037 -2,363	-54%	-$149K	0.07%	137
2018 Q4	$264K	Buy	+4,400	New	+$281K	0.15%	113

Other funds holding RDS.B

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Global Wealth Management Investment Advisory's RDS.B Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2020, closing a stake of 121 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in RDS.B in Q4 2018 and held it in 7 quarters. The position peaked at $264K in Q4 2018. 485 funds tracked by Wall St. Rank hold RDS.B as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 121 Royal Dutch Shell PLC ADS Class B shares in Q3 2020, an estimated $4K.
Global Wealth Management Investment Advisory first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Royal Dutch Shell PLC ADS Class B position peaked at $264K in Q4 2018.
485 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.