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

Keudell/Morrison 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 Q1	–	Sell	-7,719	Closed	-$463K	–	161
2019 Q4	$463K	Sell	7,719 -615	-7%	-$36.2K	0.32%	87
2019 Q3	$499K	Buy	8,334 +2,471	+42%	+$147K	0.41%	76
2019 Q2	$335K	Sell	5,863 -454	-7%	-$29.5K	0.29%	96
2019 Q1	$404K	Buy	+6,317	New	+$399K	0.36%	87

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

Keudell/Morrison Wealth Management's RDS.B Position: Q1 2020 in Review

Keudell/Morrison Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2020, closing a stake of 7,719 shares — an estimated $463K sold.

Keudell/Morrison Wealth Management first reported a position in RDS.B in Q1 2019 and held it in 4 quarters. The position peaked at $499K in Q3 2019. 608 funds tracked by Wall St. Rank hold RDS.B as of Q1 2020.

Keudell/Morrison Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2020 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 7,719 Royal Dutch Shell PLC ADS Class B shares in Q1 2020, an estimated $463K.
Keudell/Morrison Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2019 and held it in 4 quarters.
Keudell/Morrison Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $499K in Q3 2019.
608 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2020.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.