Moody Lynn & Lieberson’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Moody Lynn & Lieberson’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	-55,601	Closed	-$3.33M	–	210
2019 Q4	$3.33M	Buy	+55,601	New	+$3.27M	0.32%	76
2019 Q3	–	Sell	-170,498	Closed	-$11.2M	–	195
2019 Q2	$11.2M	Sell	170,498 -1,421	-0.8%	-$92.4K	1.23%	30
2019 Q1	$11M	Sell	171,919 -16,425	-9%	-$1.04M	1.26%	30
2018 Q4	$11.3M	Sell	188,344 -77,464	-29%	-$4.95M	1.52%	22
2018 Q3	$18.9M	Sell	265,808 -6,539	-2%	-$453K	2%	12
2018 Q2	$19.8M	Buy	272,347 +77,201	+40%	+$5.56M	2.34%	9
2018 Q1	$12.8M	Sell	195,146 -15,031	-7%	-$1.01M	1.54%	24
2017 Q4	$15.1M	Buy	210,177 +72,182	+52%	+$4.68M	1.62%	19
2017 Q3	$8.63M	Buy	+137,995	New	+$7.92M	1.05%	33
2015 Q4	–	Sell	-30,244	Closed	-$1.44M	–	190
2015 Q3	$1.44M	Buy	+30,244	New	+$1.63M	0.28%	73

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

Moody Lynn & Lieberson's RDS.B Position: Q1 2020 in Review

Moody Lynn & Lieberson sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2020, closing a stake of 55,601 shares — an estimated $3.33M sold.

Moody Lynn & Lieberson first reported a position in RDS.B in Q3 2015 and held it in 10 quarters. The position peaked at $19.8M in Q2 2018. 608 funds tracked by Wall St. Rank hold RDS.B as of Q1 2020.

Moody Lynn & Lieberson reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2020 after selling out during the quarter.
Moody Lynn & Lieberson sold 55,601 Royal Dutch Shell PLC ADS Class B shares in Q1 2020, an estimated $3.33M.
Moody Lynn & Lieberson first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2015 and held it in 10 quarters.
Moody Lynn & Lieberson's Royal Dutch Shell PLC ADS Class B position peaked at $19.8M in Q2 2018.
608 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2020, filed 30 Apr 2020.