Robertson Stephens Wealth Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Robertson Stephens Wealth Management’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
2020 Q2	–	Sell	-9,660	Closed	-$315K	–	222
2020 Q1	$315K	Buy	+9,660	New	+$453K	0.11%	133
2019 Q4	–	Sell	-3,855	Closed	-$231K	–	122
2019 Q3	$231K	Buy	+3,855	New	+$230K	0.12%	115

Other funds holding RDS.B

Norges Bank Oslo, Norway $935B AUM

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robertson Stephens Wealth Management's RDS.B Position: Q2 2020 in Review

Robertson Stephens Wealth Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2020, closing a stake of 9,660 shares — an estimated $315K sold.

Robertson Stephens Wealth Management first reported a position in RDS.B in Q3 2019 and held it in 2 quarters. The position peaked at $315K in Q1 2020. 569 funds tracked by Wall St. Rank hold RDS.B as of Q2 2020.

Robertson Stephens Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2020 after selling out during the quarter.
Robertson Stephens Wealth Management sold 9,660 Royal Dutch Shell PLC ADS Class B shares in Q2 2020, an estimated $315K.
Robertson Stephens Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2019 and held it in 2 quarters.
Robertson Stephens Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $315K in Q1 2020.
569 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.