Loring Wolcott & Coolidge Fiduciary Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017 Q1	–	Sell	-100	Closed	-$6K	–	633
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	559
2016 Q3	$5K	Buy	+100	New	+$5.35K	﹤0.01%	579
2015 Q4	–	Sell	-1,938	Closed	-$111K	–	686
2015 Q3	$111K	Hold	1,938	–	–	﹤0.01%	346
2015 Q2	$111K	Hold	1,938	–	–	﹤0.01%	346
2015 Q1	$122K	Hold	1,938	–	–	﹤0.01%	345
2014 Q4	$135K	Hold	1,938	–	–	﹤0.01%	323
2014 Q3	$153K	Hold	1,938	–	–	﹤0.01%	300
2014 Q2	$169K	Hold	1,938	–	–	﹤0.01%	291
2014 Q1	$151K	Sell	1,938 -281	-13%	-$21.3K	﹤0.01%	294
2013 Q4	$167K	Buy	2,219 +281	+14%	+$19.8K	﹤0.01%	273
2013 Q3	$133K	Hold	1,938	–	–	﹤0.01%	278
2013 Q2	$128K	Buy	+1,938	New	+$132K	﹤0.01%	297

Other funds holding RDS.B

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RDS.B Position: Q1 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2017, closing a stake of 100 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RDS.B in Q2 2013 and held it in 12 quarters. The position peaked at $169K in Q2 2014. 505 funds tracked by Wall St. Rank hold RDS.B as of Q1 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Royal Dutch Shell PLC ADS Class B shares in Q1 2017, an estimated $6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 12 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $169K in Q2 2014.
505 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2017, filed 15 May 2017.