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

Heritage 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 Q2	–	Sell	-186	Closed	-$6.07K	–	457
2020 Q1	$6.07K	Sell	186 -689	-79%	-$32.3K	﹤0.01%	393
2019 Q4	$52.5K	Buy	+875	New	+$51.5K	0.01%	299
2018 Q4	–	Sell	-500	Closed	-$35K	–	419
2018 Q3	$35K	Buy	+500	New	+$34.6K	0.01%	226

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

Heritage Wealth Advisors's RDS.B Position: Q2 2020 in Review

Heritage Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2020, closing a stake of 186 shares — an estimated $6.07K sold.

Heritage Wealth Advisors first reported a position in RDS.B in Q3 2018 and held it in 3 quarters. The position peaked at $52.5K in Q4 2019. 569 funds tracked by Wall St. Rank hold RDS.B as of Q2 2020.

Heritage Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 186 Royal Dutch Shell PLC ADS Class B shares in Q2 2020, an estimated $6.07K.
Heritage Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2018 and held it in 3 quarters.
Heritage Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $52.5K in Q4 2019.
569 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2020.

Based on Heritage Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.