KJWM
RDS.B

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

Kiley Juergens 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
2018
Q4 		– Sell
-1,975
Closed -$140K – 724
2018
Q3 		$140K Buy
1,975
+1,000
+103% +$69.3K 0.1% 129
2018
Q2 		$70K Buy
+975
New +$70.2K 0.06% 169
2018
Q1 		– Sell
-975
Closed -$66K – 658
2017
Q4 		$66K Buy
+975
New +$63.2K 0.06% 171

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiley Juergens Wealth Management's RDS.B Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2018, closing a stake of 1,975 shares — an estimated $140K sold.

Kiley Juergens Wealth Management first reported a position in RDS.B in Q4 2017 and held it in 3 quarters. The position peaked at $140K in Q3 2018. 673 funds tracked by Wall St. Rank hold RDS.B as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,975 Royal Dutch Shell PLC ADS Class B shares in Q4 2018, an estimated $140K.
  • Kiley Juergens Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $140K in Q3 2018.
  • 673 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.