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

Lyons 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
2017 Q3	–	Sell	-4,419	Closed	-$241K	–	67
2017 Q2	$241K	Buy	+4,419	New	+$246K	0.34%	47
2015 Q4	–	Sell	-2,760	Closed	-$130K	–	85
2015 Q3	$130K	Hold	2,760	–	–	0.17%	47
2015 Q2	$158K	Buy	+2,760	New	+$171K	0.18%	54
2014 Q4	–	Sell	-2,910	Closed	-$230K	–	79
2014 Q3	$230K	Hold	2,910	–	–	0.24%	53
2014 Q2	$252K	Hold	2,910	–	–	0.22%	56
2014 Q1	$229K	Hold	2,910	–	–	0.2%	56
2013 Q4	$219K	Buy	+2,910	New	+$205K	0.21%	51

Other funds holding RDS.B

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Lyons Wealth Management's RDS.B Position: Q3 2017 in Review

Lyons Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2017, closing a stake of 4,419 shares — an estimated $241K sold.

Lyons Wealth Management first reported a position in RDS.B in Q4 2013 and held it in 7 quarters. The position peaked at $252K in Q2 2014. 529 funds tracked by Wall St. Rank hold RDS.B as of Q3 2017.

Lyons Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2017 after selling out during the quarter.
Lyons Wealth Management sold 4,419 Royal Dutch Shell PLC ADS Class B shares in Q3 2017, an estimated $241K.
Lyons Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2013 and held it in 7 quarters.
Lyons Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $252K in Q2 2014.
529 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2017.

Based on Lyons Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.