Ropes Wealth Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Ropes Wealth 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
2020 Q1	–	Sell	-72	Closed	-$4K	–	586
2019 Q4	$4K	Sell	72 -65	-47%	-$3.83K	﹤0.01%	511
2019 Q3	$8K	Sell	137 -258	-65%	-$15.4K	﹤0.01%	495
2019 Q2	$26K	Hold	395	–	–	0.01%	410
2019 Q1	$25K	Hold	395	–	–	0.01%	394
2018 Q4	$24K	Buy	395 +137	+53%	+$8.75K	0.01%	364
2018 Q3	$18K	Hold	258	–	–	﹤0.01%	413
2018 Q2	$19K	Hold	258	–	–	0.01%	423
2018 Q1	$17K	Sell	258 -1,842	-88%	-$124K	﹤0.01%	418
2017 Q4	$143K	Hold	2,100	–	–	0.04%	239
2017 Q3	$131K	Hold	2,100	–	–	0.04%	245
2017 Q2	$114K	Buy	+2,100	New	+$117K	0.03%	256
2017 Q1	–	Sell	-550	Closed	-$32K	–	572
2016 Q4	$32K	Buy	+550	New	+$30.1K	0.01%	361

Other funds holding RDS.B

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

Norges Bank Oslo, Norway $935B AUM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Ropes Wealth Advisors's RDS.B Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2020, closing a stake of 72 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in RDS.B in Q4 2016 and held it in 12 quarters. The position peaked at $143K in Q4 2017. 608 funds tracked by Wall St. Rank hold RDS.B as of Q1 2020.

Ropes Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 72 Royal Dutch Shell PLC ADS Class B shares in Q1 2020, an estimated $4K.
Ropes Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and held it in 12 quarters.
Ropes Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $143K in Q4 2017.
608 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.