MCIA
RDS.B

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

Mountain Capital 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
2017
Q4 		– Sell
-130
Closed -$8K – 472
2017
Q3 		$8K Hold
130
– – 0.01% 304
2017
Q2 		$7K Buy
+130
New +$7.24K 0.01% 346

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mountain Capital Investment Advisors's RDS.B Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2017, closing a stake of 130 shares — an estimated $8K sold.

Mountain Capital Investment Advisors first reported a position in RDS.B in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 601 funds tracked by Wall St. Rank hold RDS.B as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 130 Royal Dutch Shell PLC ADS Class B shares in Q4 2017, an estimated $8K.
  • Mountain Capital Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $8K in Q3 2017.
  • 601 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.