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

Lehman 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
2018 Q3	$262K	Hold	3,700	–	–	0.12%	76
2018 Q2	$268K	Hold	3,700	–	–	0.14%	66
2018 Q1	$242K	Sell	3,700 -205	-5%	-$13.8K	0.12%	68
2017 Q4	$266K	Hold	3,905	–	–	0.14%	65
2017 Q3	$244K	Buy	3,905 +205	+6%	+$11.8K	0.12%	60
2017 Q2	$202K	Hold	3,700	–	–	0.11%	59
2017 Q1	$206K	Hold	3,700	–	–	0.11%	59
2016 Q4	$214K	Buy	+3,700	New	+$202K	0.12%	55
2015 Q4	–	Sell	-3,200	Closed	-$151K	–	394
2015 Q3	$151K	Sell	3,200 -300	-9%	-$16.2K	0.08%	68
2015 Q2	$200K	Hold	3,500	–	–	0.1%	57
2015 Q1	$219K	Hold	3,500	–	–	0.1%	56
2014 Q4	$243K	Sell	3,500 -300	-8%	-$21.6K	0.12%	58
2014 Q3	$301K	Hold	3,800	–	–	0.16%	49
2014 Q2	$331K	Hold	3,800	–	–	0.16%	50
2014 Q1	$297K	Hold	3,800	–	–	0.15%	49
2013 Q4	$285K	Buy	+3,800	New	+$267K	0.18%	49

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Lehman Financial Resources's RDS.B Position: Q3 2018 in Review

Lehman Financial Resources held its Royal Dutch Shell PLC ADS Class B (RDS.B) position steady in Q3 2018 at 3,700 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #76.

Lehman Financial Resources first reported a position in RDS.B in Q4 2013 and has held it in 16 quarters since. The position peaked at $331K in Q2 2014. 649 funds tracked by Wall St. Rank hold RDS.B as of Q3 2018.

Lehman Financial Resources held 3,700 shares of Royal Dutch Shell PLC ADS Class B worth $262K as of Q3 2018.
Lehman Financial Resources left its Royal Dutch Shell PLC ADS Class B share count unchanged in Q3 2018.
Royal Dutch Shell PLC ADS Class B made up 0.12% of Lehman Financial Resources's portfolio in Q3 2018, its #76 holding.
Lehman Financial Resources first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2013 and has held it in 16 quarters since.
Lehman Financial Resources's Royal Dutch Shell PLC ADS Class B position peaked at $331K in Q2 2014.
649 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.