MPS Loria Financial Planners’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-1,568	Closed	-$57K	–	612
2021 Q1	$57K	Hold	1,568	–	–	0.03%	153
2020 Q4	$54K	Hold	1,568	–	–	0.02%	157
2020 Q3	$38K	Hold	1,568	–	–	0.02%	165
2020 Q2	$48K	Buy	+1,568	New	+$51.3K	0.03%	146
2017 Q3	–	Sell	-920	Closed	-$52K	–	367
2017 Q2	$52K	Buy	+920	New	+$51.2K	0.03%	149

Other funds holding RDS.B

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

MPS Loria Financial Planners's RDS.B Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2021, closing a stake of 1,568 shares — an estimated $57K sold.

MPS Loria Financial Planners first reported a position in RDS.B in Q2 2017 and held it in 5 quarters. The position peaked at $57K in Q1 2021. 545 funds tracked by Wall St. Rank hold RDS.B as of Q2 2021.

MPS Loria Financial Planners reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 1,568 Royal Dutch Shell PLC ADS Class B shares in Q2 2021, an estimated $57K.
MPS Loria Financial Planners first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Royal Dutch Shell PLC ADS Class B position peaked at $57K in Q1 2021.
545 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.