Golden State Wealth Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Golden State Wealth Management’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 Q2	–	Sell	-1,363	Closed	-$45K	–	997
2020 Q1	$45K	Buy	+1,363	New	+$63.9K	0.02%	380
2019 Q4	–	Sell	-700	Closed	-$42K	–	1053
2019 Q3	$42K	Buy	700 +300	+75%	+$17.9K	0.01%	467
2019 Q2	$26K	Sell	400 -105	-21%	-$6.83K	0.01%	574
2019 Q1	$32K	Buy	+505	New	+$31.9K	0.01%	536

Other funds holding RDS.B

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Golden State Wealth Management's RDS.B Position: Q2 2020 in Review

Golden State Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2020, closing a stake of 1,363 shares — an estimated $45K sold.

Golden State Wealth Management first reported a position in RDS.B in Q1 2019 and held it in 4 quarters. The position peaked at $45K in Q1 2020. 569 funds tracked by Wall St. Rank hold RDS.B as of Q2 2020.

Golden State Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,363 Royal Dutch Shell PLC ADS Class B shares in Q2 2020, an estimated $45K.
Golden State Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $45K in Q1 2020.
569 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.