RIA
RDS.B

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

Regal 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
2015
Q4 		– Sell
-1,102
Closed -$52K – 942
2015
Q3 		$52K Buy
+1,102
New +$59.4K 0.01% 423
2014
Q4 		– Sell
-3,398
Closed -$269K – 1027
2014
Q3 		$269K Buy
3,398
+928
+38% +$78.3K 0.08% 196
2014
Q2 		$215K Buy
2,470
+140
+6% +$11.6K 0.08% 199
2014
Q1 		$182K Buy
2,330
+18
+0.8% +$1.36K 0.08% 193
2013
Q4 		$174K Buy
2,312
+912
+65% +$64.2K 0.1% 159
2013
Q3 		$96K Buy
1,400
+150
+12% +$10.2K 0.06% 239
2013
Q2 		$83K Buy
+1,250
New +$85.4K 0.05% 249

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Regal Investment Advisors's RDS.B Position: Q4 2015 in Review

Regal Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2015, closing a stake of 1,102 shares — an estimated $52K sold.

Regal Investment Advisors first reported a position in RDS.B in Q2 2013 and held it in 7 quarters. The position peaked at $269K in Q3 2014. 416 funds tracked by Wall St. Rank hold RDS.B as of Q4 2015.

  • Regal Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,102 Royal Dutch Shell PLC ADS Class B shares in Q4 2015, an estimated $52K.
  • Regal Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 7 quarters.
  • Regal Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $269K in Q3 2014.
  • 416 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.