Legacy Financial Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Legacy Financial 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
2020 Q2	–	Sell	-10,726	Closed	-$343K	–	54
2020 Q1	$343K	Buy	+10,726	New	+$503K	0.13%	48
2019 Q2	–	Sell	-1,426	Closed	-$91K	–	995
2019 Q1	$91K	Buy	1,426 +512	+56%	+$32.4K	0.03%	181
2018 Q4	$55K	Buy	914 +379	+71%	+$24.2K	0.02%	231
2018 Q3	$37K	Buy	535 +90	+20%	+$6.23K	0.01%	282
2018 Q2	$33K	Buy	445 +63	+16%	+$4.53K	0.01%	301
2018 Q1	$26K	Hold	382	–	–	0.01%	326
2017 Q4	$26K	Buy	+382	New	+$24.8K	0.01%	336

Other funds holding RDS.B

Norges Bank Oslo, Norway $935B AUM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Advisors's RDS.B Position: Q2 2020 in Review

Legacy Financial Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2020, closing a stake of 10,726 shares — an estimated $343K sold.

Legacy Financial Advisors first reported a position in RDS.B in Q4 2017 and held it in 7 quarters. The position peaked at $343K in Q1 2020. 569 funds tracked by Wall St. Rank hold RDS.B as of Q2 2020.

Legacy Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2020 after selling out during the quarter.
Legacy Financial Advisors sold 10,726 Royal Dutch Shell PLC ADS Class B shares in Q2 2020, an estimated $343K.
Legacy Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 7 quarters.
Legacy Financial Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $343K in Q1 2020.
569 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2020.

Based on Legacy Financial Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.