Partnervest Advisory Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Partnervest Advisory Services’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
2019 Q1	–	Sell	-4,505	Closed	-$270K	–	283
2018 Q4	$270K	Buy	4,505 +207	+5%	+$13.2K	0.13%	148
2018 Q3	$305K	Buy	4,298 +630	+17%	+$43.6K	0.12%	166
2018 Q2	$267K	Sell	3,668 -1,167	-24%	-$84K	0.12%	158
2018 Q1	$317K	Buy	4,835 +1,312	+37%	+$88.3K	0.15%	144
2017 Q4	$241K	Buy	3,523 +26	+0.7%	+$1.69K	0.12%	159
2017 Q3	$219K	Sell	3,497 -335	-9%	-$19.2K	0.11%	166
2017 Q2	$209K	Buy	+3,832	New	+$213K	0.09%	184

Other funds holding RDS.B

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Partnervest Advisory Services's RDS.B Position: Q1 2019 in Review

Partnervest Advisory Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2019, closing a stake of 4,505 shares — an estimated $270K sold.

Partnervest Advisory Services first reported a position in RDS.B in Q2 2017 and held it in 7 quarters. The position peaked at $317K in Q1 2018. 681 funds tracked by Wall St. Rank hold RDS.B as of Q1 2019.

Partnervest Advisory Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2019 after selling out during the quarter.
Partnervest Advisory Services sold 4,505 Royal Dutch Shell PLC ADS Class B shares in Q1 2019, an estimated $270K.
Partnervest Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2017 and held it in 7 quarters.
Partnervest Advisory Services's Royal Dutch Shell PLC ADS Class B position peaked at $317K in Q1 2018.
681 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2019.

Based on Partnervest Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.