Kings Point Capital Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Kings Point Capital 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
2019 Q4	–	Sell	-206	Closed	-$12K	–	510
2019 Q3	$12K	Buy	+206	New	+$12.3K	﹤0.01%	462
2017 Q4	–	Sell	-265	Closed	-$17K	–	403
2017 Q3	$17K	Buy	+265	New	+$15.2K	﹤0.01%	317
2014 Q4	–	Sell	-135	Closed	-$11K	–	358
2014 Q3	$11K	Hold	135	–	–	﹤0.01%	308
2014 Q2	$12K	Buy	+135	New	+$11.2K	﹤0.01%	313

Other funds holding RDS.B

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Kings Point Capital Management's RDS.B Position: Q4 2019 in Review

Kings Point Capital Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2019, closing a stake of 206 shares — an estimated $12K sold.

Kings Point Capital Management first reported a position in RDS.B in Q2 2014 and held it in 4 quarters. The position peaked at $17K in Q3 2017. 705 funds tracked by Wall St. Rank hold RDS.B as of Q4 2019.

Kings Point Capital Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2019 after selling out during the quarter.
Kings Point Capital Management sold 206 Royal Dutch Shell PLC ADS Class B shares in Q4 2019, an estimated $12K.
Kings Point Capital Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2014 and held it in 4 quarters.
Kings Point Capital Management's Royal Dutch Shell PLC ADS Class B position peaked at $17K in Q3 2017.
705 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2019.

Based on Kings Point Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.