JIC
RDS.B

Joel Isaacson & Co’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Joel Isaacson & Co’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
2019
Q2 		– Sell
-10,340
Closed -$661K – 225
2019
Q1 		$661K Buy
10,340
+2,794
+37% +$177K 0.1% 113
2018
Q4 		$469K Buy
+7,546
New +$482K 0.07% 136
2013
Q4 		– Sell
-750
Closed -$52K – 528
2013
Q3 		$52K Hold
750
– – 0.02% 254
2013
Q2 		$50K Buy
+750
New +$51.2K 0.02% 226

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Joel Isaacson & Co's RDS.B Position: Q2 2019 in Review

Joel Isaacson & Co sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2019, closing a stake of 10,340 shares — an estimated $661K sold.

Joel Isaacson & Co first reported a position in RDS.B in Q2 2013 and held it in 4 quarters. The position peaked at $661K in Q1 2019. 666 funds tracked by Wall St. Rank hold RDS.B as of Q2 2019.

  • Joel Isaacson & Co reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2019 after selling out during the quarter.
  • Joel Isaacson & Co sold 10,340 Royal Dutch Shell PLC ADS Class B shares in Q2 2019, an estimated $661K.
  • Joel Isaacson & Co first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 4 quarters.
  • Joel Isaacson & Co's Royal Dutch Shell PLC ADS Class B position peaked at $661K in Q1 2019.
  • 666 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2019.

Based on Joel Isaacson & Co's 13F filing for Q2 2019, filed 11 Jul 2019.