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

Laird Norton Wetherby 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
2019 Q3	–	Sell	-3,432	Closed	-$225K	–	720
2019 Q2	$225K	Sell	3,432 -13	-0.4%	-$845	0.02%	618
2019 Q1	$221K	Sell	3,445 -2,316	-40%	-$146K	0.03%	594
2018 Q4	$346K	Sell	5,761 -270	-4%	-$17.2K	0.05%	419
2018 Q3	$428K	Hold	6,031	–	–	0.05%	401
2018 Q2	$438K	Hold	6,031	–	–	0.06%	376
2018 Q1	$395K	Buy	6,031 +28	+0.5%	+$1.88K	0.05%	415
2017 Q4	$410K	Sell	6,003 -310	-5%	-$20.1K	0.06%	400
2017 Q3	$395K	Hold	6,313	–	–	0.06%	390
2017 Q2	$344K	Hold	6,313	–	–	0.06%	398
2017 Q1	$352K	Buy	6,313 +209	+3%	+$11.9K	0.06%	380
2016 Q4	$354K	Buy	6,104 +400	+7%	+$21.9K	0.07%	362
2016 Q3	$301K	Buy	+5,704	New	+$305K	0.06%	383
2015 Q3	–	Sell	-78	Closed	-$4K	–	513
2015 Q2	$4K	Buy	+78	New	+$4.83K	﹤0.01%	494

Other funds holding RDS.B

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Laird Norton Wetherby Wealth Management's RDS.B Position: Q3 2019 in Review

Laird Norton Wetherby Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2019, closing a stake of 3,432 shares — an estimated $225K sold.

Laird Norton Wetherby Wealth Management first reported a position in RDS.B in Q2 2015 and held it in 13 quarters. The position peaked at $438K in Q2 2018. 654 funds tracked by Wall St. Rank hold RDS.B as of Q3 2019.

Laird Norton Wetherby Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2019 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 3,432 Royal Dutch Shell PLC ADS Class B shares in Q3 2019, an estimated $225K.
Laird Norton Wetherby Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2015 and held it in 13 quarters.
Laird Norton Wetherby Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $438K in Q2 2018.
654 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2019, filed 31 Oct 2019.