MWAC
RDS.B

Mariner Wealth Advisors (Cincinnati)’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$438K Sell
6,175
-100
-2% -$6.93K 0.02% 206
2018
Q2 		$456K Buy
6,275
+350
+6% +$25.2K 0.03% 203
2018
Q1 		$388K Buy
5,925
+550
+10% +$37K 0.02% 217
2017
Q4 		$367K Buy
+5,375
New +$348K 0.02% 213

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mariner Wealth Advisors (Cincinnati)'s RDS.B Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 1.6% in Q3 2018, selling an estimated $6.93K and leaving 6,175 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #206.

Mariner Wealth Advisors (Cincinnati) first reported a position in RDS.B in Q4 2017 and has held it in 4 quarters since. The position peaked at $456K in Q2 2018. 649 funds tracked by Wall St. Rank hold RDS.B as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 6,175 shares of Royal Dutch Shell PLC ADS Class B worth $438K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 100 Royal Dutch Shell PLC ADS Class B shares in Q3 2018, an estimated $6.93K.
  • Royal Dutch Shell PLC ADS Class B made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #206 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and has held it in 4 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Royal Dutch Shell PLC ADS Class B position peaked at $456K in Q2 2018.
  • 649 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.