LBMC Investment Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

LBMC Investment Advisors’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	-5,000	Closed	-$300K	–	107
2019 Q3	$300K	Hold	5,000	–	–	0.05%	76
2019 Q2	$329K	Hold	5,000	–	–	0.05%	72
2019 Q1	$320K	Hold	5,000	–	–	0.05%	70
2018 Q4	$300K	Hold	5,000	–	–	0.06%	72
2018 Q3	$355K	Sell	5,000 -41	-0.8%	-$2.84K	0.06%	75
2018 Q2	$366K	Buy	5,041 +41	+0.8%	+$2.95K	0.06%	72
2018 Q1	$328K	Sell	5,000 -75	-1%	-$5.05K	0.06%	65
2017 Q4	$347K	Hold	5,075	–	–	0.06%	66
2017 Q3	$317K	Hold	5,075	–	–	0.05%	64
2017 Q2	$276K	Hold	5,075	–	–	0.05%	65
2017 Q1	$283K	Hold	5,075	–	–	0.05%	65
2016 Q4	$294K	Sell	5,075 -5,000	-50%	-$274K	0.06%	64
2016 Q3	$532K	Buy	+10,075	New	+$539K	0.1%	47

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

LBMC Investment Advisors's RDS.B Position: Q4 2019 in Review

LBMC Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2019, closing a stake of 5,000 shares — an estimated $300K sold.

LBMC Investment Advisors first reported a position in RDS.B in Q3 2016 and held it in 13 quarters. The position peaked at $532K in Q3 2016. 705 funds tracked by Wall St. Rank hold RDS.B as of Q4 2019.

LBMC Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2019 after selling out during the quarter.
LBMC Investment Advisors sold 5,000 Royal Dutch Shell PLC ADS Class B shares in Q4 2019, an estimated $300K.
LBMC Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2016 and held it in 13 quarters.
LBMC Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $532K in Q3 2016.
705 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2019.

Based on LBMC Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.