LWM
RDS.B

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

Lenox 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
2019
Q3 		– Sell
-126
Closed -$8K – 742
2019
Q2 		$8K Hold
126
– – ﹤0.01% 462
2019
Q1 		$8K Buy
126
+118
+1,475% +$7.46K ﹤0.01% 470
2018
Q4 		$2K Buy
+8
New +$511 ﹤0.01% 577

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lenox Wealth Management's RDS.B Position: Q3 2019 in Review

Lenox Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2019, closing a stake of 126 shares — an estimated $8K sold.

Lenox Wealth Management first reported a position in RDS.B in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 654 funds tracked by Wall St. Rank hold RDS.B as of Q3 2019.

  • Lenox Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 126 Royal Dutch Shell PLC ADS Class B shares in Q3 2019, an estimated $8K.
  • Lenox Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and held it in 3 quarters.
  • Lenox Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $8K in Q2 2019.
  • 654 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.