Lake Street Advisors Group’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Lake Street Advisors Group’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 Q1	–	Sell	-3,481	Closed	-$209K	–	238
2018 Q4	$209K	Buy	+3,481	New	+$222K	0.03%	181
2018 Q3	–	Sell	-3,564	Closed	-$259K	–	319
2018 Q2	$259K	Sell	3,564 -1,468	-29%	-$106K	0.03%	256
2018 Q1	$330K	Buy	5,032 +300	+6%	+$20.2K	0.04%	186
2017 Q4	$323K	Buy	+4,732	New	+$307K	0.04%	204

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

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

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

Lake Street Advisors Group's RDS.B Position: Q1 2019 in Review

Lake Street Advisors Group sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2019, closing a stake of 3,481 shares — an estimated $209K sold.

Lake Street Advisors Group first reported a position in RDS.B in Q4 2017 and held it in 4 quarters. The position peaked at $330K in Q1 2018. 681 funds tracked by Wall St. Rank hold RDS.B as of Q1 2019.

Lake Street Advisors Group reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2019 after selling out during the quarter.
Lake Street Advisors Group sold 3,481 Royal Dutch Shell PLC ADS Class B shares in Q1 2019, an estimated $209K.
Lake Street Advisors Group first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 4 quarters.
Lake Street Advisors Group's Royal Dutch Shell PLC ADS Class B position peaked at $330K in Q1 2018.
681 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2019.

Based on Lake Street Advisors Group's 13F filing for Q1 2019, filed 15 May 2019.