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

Lyell 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
2020 Q1	–	Sell	-3,666	Closed	-$220K	–	138
2019 Q4	$220K	Sell	3,666 -250	-6%	-$14.7K	0.06%	125
2019 Q3	$235K	Sell	3,916 -525	-12%	-$31.3K	0.07%	110
2019 Q2	$292K	Sell	4,441 -55	-1%	-$3.58K	0.09%	105
2019 Q1	$288K	Hold	4,496	–	–	0.1%	103
2018 Q4	$269K	Hold	4,496	–	–	0.11%	98
2018 Q3	$319K	Sell	4,496 -500	-10%	-$34.6K	0.11%	98
2018 Q2	$363K	Buy	+4,996	New	+$360K	0.13%	90

Other funds holding RDS.B

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lyell Wealth Management's RDS.B Position: Q1 2020 in Review

Lyell Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2020, closing a stake of 3,666 shares — an estimated $220K sold.

Lyell Wealth Management first reported a position in RDS.B in Q2 2018 and held it in 7 quarters. The position peaked at $363K in Q2 2018. 608 funds tracked by Wall St. Rank hold RDS.B as of Q1 2020.

Lyell Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2020 after selling out during the quarter.
Lyell Wealth Management sold 3,666 Royal Dutch Shell PLC ADS Class B shares in Q1 2020, an estimated $220K.
Lyell Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2018 and held it in 7 quarters.
Lyell Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $363K in Q2 2018.
608 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2020.

Based on Lyell Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.