PWAG
RDS.B

Polaris Wealth Advisory Group’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Polaris Wealth Advisory Group’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
2016
Q1 		– Sell
-9,217
Closed -$424K – 156
2015
Q4 		$424K Buy
+9,217
New +$466K 0.07% 95

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Polaris Wealth Advisory Group's RDS.B Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2016, closing a stake of 9,217 shares — an estimated $424K sold.

Polaris Wealth Advisory Group first reported a position in RDS.B in Q4 2015 and held it in 1 quarter. The position peaked at $424K in Q4 2015. 416 funds tracked by Wall St. Rank hold RDS.B as of Q1 2016.

  • Polaris Wealth Advisory Group reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 9,217 Royal Dutch Shell PLC ADS Class B shares in Q1 2016, an estimated $424K.
  • Polaris Wealth Advisory Group first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Royal Dutch Shell PLC ADS Class B position peaked at $424K in Q4 2015.
  • 416 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.