SHJ
RDS.B

Sharkey, Howes & Javer’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-400
Closed -$23K – 235
2015
Q2 		$23K Hold
400
– – 0.02% 133
2015
Q1 		$25K Buy
+400
New +$26.4K 0.02% 147

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sharkey, Howes & Javer's RDS.B Position: Q3 2015 in Review

Sharkey, Howes & Javer sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2015, closing a stake of 400 shares — an estimated $23K sold.

Sharkey, Howes & Javer first reported a position in RDS.B in Q1 2015 and held it in 2 quarters. The position peaked at $25K in Q1 2015. 418 funds tracked by Wall St. Rank hold RDS.B as of Q3 2015.

  • Sharkey, Howes & Javer reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 400 Royal Dutch Shell PLC ADS Class B shares in Q3 2015, an estimated $23K.
  • Sharkey, Howes & Javer first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2015 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Royal Dutch Shell PLC ADS Class B position peaked at $25K in Q1 2015.
  • 418 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2015, filed 5 Nov 2015.