HCR Wealth Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

HCR Wealth 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 Q1	–	Sell	-3,350	Closed	-$201K	–	264
2019 Q4	$201K	Hold	3,350	–	–	0.05%	149
2019 Q3	$203K	Hold	3,350	–	–	0.07%	145
2019 Q2	$220K	Buy	+3,350	New	+$218K	0.06%	142
2019 Q1	–	Sell	-3,350	Closed	-$201K	–	201
2018 Q4	$201K	Hold	3,350	–	–	0.06%	150
2018 Q3	$238K	Hold	3,350	–	–	0.08%	136
2018 Q2	$227K	Hold	3,350	–	–	0.07%	149
2018 Q1	$220K	Hold	3,350	–	–	0.08%	152
2017 Q4	$229K	Hold	3,350	–	–	0.08%	152
2017 Q3	$210K	Buy	+3,350	New	+$192K	0.09%	153

Other funds holding RDS.B

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

Norges Bank Oslo, Norway $935B AUM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HCR Wealth Advisors's RDS.B Position: Q1 2020 in Review

HCR Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2020, closing a stake of 3,350 shares — an estimated $201K sold.

HCR Wealth Advisors first reported a position in RDS.B in Q3 2017 and held it in 9 quarters. The position peaked at $238K in Q3 2018. 608 funds tracked by Wall St. Rank hold RDS.B as of Q1 2020.

HCR Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2020 after selling out during the quarter.
HCR Wealth Advisors sold 3,350 Royal Dutch Shell PLC ADS Class B shares in Q1 2020, an estimated $201K.
HCR Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2017 and held it in 9 quarters.
HCR Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $238K in Q3 2018.
608 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2020.

Based on HCR Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.