MYIA
RDS.B

Mount Yale Investment Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-2,225
Closed -$148K – 862
2018
Q3 		$148K Buy
2,225
+947
+74% +$65.6K 0.03% 334
2018
Q2 		$93K Buy
1,278
+343
+37% +$24.7K 0.02% 487
2018
Q1 		$61K Buy
+935
New +$62.9K 0.01% 582

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's RDS.B Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2018, closing a stake of 2,225 shares — an estimated $148K sold.

Mount Yale Investment Advisors first reported a position in RDS.B in Q1 2018 and held it in 3 quarters. The position peaked at $148K in Q3 2018. 673 funds tracked by Wall St. Rank hold RDS.B as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,225 Royal Dutch Shell PLC ADS Class B shares in Q4 2018, an estimated $148K.
  • Mount Yale Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $148K in Q3 2018.
  • 673 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.