LWM
RDS.B

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
2015
Q4 		– Sell
-10,000
Closed -$50K – 86
2015
Q3 		$50K Sell
10,000
-10,000
-50% -$539K 0.06% 52
2015
Q2 		$54K Buy
20,000
+10,000
+100% +$619K 0.06% 57
2015
Q1 		$21K Buy
+10,000
New +$661K 0.02% 56
2013
Q4 		– Sell
-3,010
Closed -$207K – 101
2013
Q3 		$207K Buy
+3,010
New +$205K 0.19% 57

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
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.