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

Institute for 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 Q4	–	Sell	-10,670	Closed	-$258K	–	459
2020 Q3	$258K	Sell	10,670 -5,559	-34%	-$159K	0.06%	347
2020 Q2	$494K	Buy	16,229 +3,734	+30%	+$122K	0.12%	230
2020 Q1	$408K	Sell	12,495 -1,278	-9%	-$59.9K	0.13%	224
2019 Q4	$826K	Buy	13,773 +3,392	+33%	+$200K	0.19%	158
2019 Q3	$622K	Sell	10,381 -1,343	-11%	-$80.1K	0.16%	194
2019 Q2	$771K	Buy	+11,724	New	+$762K	0.17%	179
2018 Q1	–	Sell	-3,952	Closed	-$270K	–	412
2017 Q4	$270K	Sell	3,952 -2,011	-34%	-$130K	0.06%	317
2017 Q3	$373K	Buy	+5,963	New	+$342K	0.12%	206

Other funds holding RDS.B

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

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

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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

Institute for Wealth Management's RDS.B Position: Q4 2020 in Review

Institute for Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2020, closing a stake of 10,670 shares — an estimated $258K sold.

Institute for Wealth Management first reported a position in RDS.B in Q3 2017 and held it in 8 quarters. The position peaked at $826K in Q4 2019. 544 funds tracked by Wall St. Rank hold RDS.B as of Q4 2020.

Institute for Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2020 after selling out during the quarter.
Institute for Wealth Management sold 10,670 Royal Dutch Shell PLC ADS Class B shares in Q4 2020, an estimated $258K.
Institute for Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2017 and held it in 8 quarters.
Institute for Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $826K in Q4 2019.
544 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2020.

Based on Institute for Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.