HFA
RDS.B

HC Financial Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

HC Financial Advisors’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
Q4 		– Sell
-314
Closed -$8K – 415
2020
Q3 		$8K Hold
314
– – 0.01% 281
2020
Q2 		$10K Sell
314
-7
-2% -$229 0.01% 245
2020
Q1 		$10K Buy
+321
New +$15K 0.01% 242

Other funds holding RDS.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

HC Financial Advisors's RDS.B Position: Q4 2020 in Review

HC Financial Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2020, closing a stake of 314 shares — an estimated $8K sold.

HC Financial Advisors first reported a position in RDS.B in Q1 2020 and held it in 3 quarters. The position peaked at $10K in Q2 2020. 544 funds tracked by Wall St. Rank hold RDS.B as of Q4 2020.

  • HC Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2020 after selling out during the quarter.
  • HC Financial Advisors sold 314 Royal Dutch Shell PLC ADS Class B shares in Q4 2020, an estimated $8K.
  • HC Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2020 and held it in 3 quarters.
  • HC Financial Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $10K in Q2 2020.
  • 544 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.