Pinnacle Wealth Planning Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Pinnacle Wealth Planning 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
2021 Q1	–	Sell	-838	Closed	-$29K	–	2228
2020 Q4	$29K	Buy	+838	New	+$24.9K	0.01%	1015
2020 Q1	–	Sell	-4,655	Closed	-$279K	–	271
2019 Q4	$279K	Buy	4,655 +112	+2%	+$6.59K	0.13%	162
2019 Q3	$272K	Buy	4,543 +99	+2%	+$5.91K	0.15%	131
2019 Q2	$292K	Sell	4,444 -293	-6%	-$19.1K	0.18%	117
2019 Q1	$302K	Buy	4,737 +208	+5%	+$13.2K	0.2%	102
2018 Q4	$271K	Sell	4,529 -4,818	-52%	-$308K	0.17%	102
2018 Q3	$663K	Buy	9,347 +187	+2%	+$13K	0.61%	46
2018 Q2	$665K	Sell	9,160 -766	-8%	-$55.1K	0.65%	45
2018 Q1	$651K	Buy	9,926 +7,965	+406%	+$536K	0.67%	46
2017 Q4	$133K	Buy	+1,961	New	+$127K	0.27%	73

Other funds holding RDS.B

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Pinnacle Wealth Planning Services's RDS.B Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2021, closing a stake of 838 shares — an estimated $29K sold.

Pinnacle Wealth Planning Services first reported a position in RDS.B in Q4 2017 and held it in 10 quarters. The position peaked at $665K in Q2 2018. 538 funds tracked by Wall St. Rank hold RDS.B as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 838 Royal Dutch Shell PLC ADS Class B shares in Q1 2021, an estimated $29K.
Pinnacle Wealth Planning Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 10 quarters.
Pinnacle Wealth Planning Services's Royal Dutch Shell PLC ADS Class B position peaked at $665K in Q2 2018.
538 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.