JWM
RDS.B

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

Jackson 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
2015
Q1 		– Sell
-23,218
Closed -$1.61M – 143
2014
Q4 		$1.61M Buy
+23,218
New +$1.67M 0.53% 69

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Jackson Wealth Management's RDS.B Position: Q1 2015 in Review

Jackson Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2015, closing a stake of 23,218 shares — an estimated $1.61M sold.

Jackson Wealth Management first reported a position in RDS.B in Q4 2014 and held it in 1 quarter. The position peaked at $1.61M in Q4 2014. 422 funds tracked by Wall St. Rank hold RDS.B as of Q1 2015.

  • Jackson Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 23,218 Royal Dutch Shell PLC ADS Class B shares in Q1 2015, an estimated $1.61M.
  • Jackson Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $1.61M in Q4 2014.
  • 422 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.