LDFR
RDS.B

Lehman & Derafelo Financial Resources’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Lehman & Derafelo Financial Resources’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
Q1 		– Sell
-2,713
Closed -$163K – 220
2019
Q4 		$163K Buy
+2,713
New +$160K 0.06% 107
2019
Q1 		– Sell
-2,700
Closed -$162K – 195
2018
Q4 		$162K Buy
+2,700
New +$172K 0.08% 87

Other funds holding RDS.B

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lehman & Derafelo Financial Resources's RDS.B Position: Q1 2020 in Review

Lehman & Derafelo Financial Resources sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2020, closing a stake of 2,713 shares — an estimated $163K sold.

Lehman & Derafelo Financial Resources first reported a position in RDS.B in Q4 2018 and held it in 2 quarters. The position peaked at $163K in Q4 2019. 608 funds tracked by Wall St. Rank hold RDS.B as of Q1 2020.

  • Lehman & Derafelo Financial Resources reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 2,713 Royal Dutch Shell PLC ADS Class B shares in Q1 2020, an estimated $163K.
  • Lehman & Derafelo Financial Resources first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Royal Dutch Shell PLC ADS Class B position peaked at $163K in Q4 2019.
  • 608 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2020, filed 13 May 2020.