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

Optimum 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
2021 Q3	–	Sell	-200	Closed	-$8K	–	942
2021 Q2	$8K	Sell	200 -300	-60%	-$11.3K	﹤0.01%	787
2021 Q1	$18K	Hold	500	–	–	0.01%	690
2020 Q4	$17K	Hold	500	–	–	0.01%	656
2020 Q3	$12K	Hold	500	–	–	﹤0.01%	683
2020 Q2	$15K	Hold	500	–	–	0.01%	648
2020 Q1	$16K	Hold	500	–	–	0.01%	622
2019 Q4	$30K	Hold	500	–	–	0.01%	612
2019 Q3	$30K	Hold	500	–	–	0.01%	615
2019 Q2	$33K	Sell	500 -34	-6%	-$2.21K	0.01%	597
2019 Q1	$34K	Hold	534	–	–	0.01%	599
2018 Q4	$32K	Sell	534 -200	-27%	-$12.8K	0.01%	554
2018 Q3	$52K	Buy	734 +200	+37%	+$13.9K	0.01%	524
2018 Q2	$39K	Hold	534	–	–	0.01%	583
2018 Q1	$35K	Buy	+534	New	+$35.9K	0.01%	598
2015 Q1	$13K	Hold	200	–	–	﹤0.01%	773
2014 Q4	$14K	Hold	200	–	–	﹤0.01%	800
2014 Q3	$16K	Hold	200	–	–	0.01%	689
2014 Q2	$17K	Hold	200	–	–	0.01%	696
2014 Q1	$16K	Buy	+200	New	+$15.2K	0.01%	547

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Optimum Investment Advisors's RDS.B Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2021, closing a stake of 200 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in RDS.B in Q1 2014 and held it in 19 quarters. The position peaked at $52K in Q3 2018. 535 funds tracked by Wall St. Rank hold RDS.B as of Q3 2021.

Optimum Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 200 Royal Dutch Shell PLC ADS Class B shares in Q3 2021, an estimated $8K.
Optimum Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2014 and held it in 19 quarters.
Optimum Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $52K in Q3 2018.
535 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.