LWM
RDS.B

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

LBA 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
2017
Q1 		$25K Sell
446
-6
-1% -$340 0.01% 257
2016
Q4 		$26K Buy
+452
New +$24.7K 0.01% 239

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

LBA Wealth Management's RDS.B Position: Q1 2017 in Review

LBA Wealth Management reduced its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 1.3% in Q1 2017, selling an estimated $340 and leaving 446 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #257.

LBA Wealth Management first reported a position in RDS.B in Q4 2016 and has held it in 2 quarters since. The position peaked at $26K in Q4 2016. 505 funds tracked by Wall St. Rank hold RDS.B as of Q1 2017.

  • LBA Wealth Management held 446 shares of Royal Dutch Shell PLC ADS Class B worth $25K as of Q1 2017.
  • LBA Wealth Management sold 6 Royal Dutch Shell PLC ADS Class B shares in Q1 2017, an estimated $340.
  • Royal Dutch Shell PLC ADS Class B made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #257 holding.
  • LBA Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and has held it in 2 quarters since.
  • LBA Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $26K in Q4 2016.
  • 505 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.