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

Sound View Wealth Advisors 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
2020 Q3	–	Sell	-6,794	Closed	-$207K	–	251
2020 Q2	$207K	Sell	6,794 -2,859	-30%	-$93.5K	0.06%	230
2020 Q1	$315K	Sell	9,653 -5,808	-38%	-$272K	0.11%	155
2019 Q4	$927K	Sell	15,461 -2,065	-12%	-$122K	0.26%	95
2019 Q3	$1.05M	Sell	17,526 -2,452	-12%	-$146K	0.31%	89
2019 Q2	$1.31M	Buy	+19,978	New	+$1.3M	0.39%	77

Other funds holding RDS.B

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Sound View Wealth Advisors Group's RDS.B Position: Q3 2020 in Review

Sound View Wealth Advisors Group sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2020, closing a stake of 6,794 shares — an estimated $207K sold.

Sound View Wealth Advisors Group first reported a position in RDS.B in Q2 2019 and held it in 5 quarters. The position peaked at $1.31M in Q2 2019. 485 funds tracked by Wall St. Rank hold RDS.B as of Q3 2020.

Sound View Wealth Advisors Group reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2020 after selling out during the quarter.
Sound View Wealth Advisors Group sold 6,794 Royal Dutch Shell PLC ADS Class B shares in Q3 2020, an estimated $207K.
Sound View Wealth Advisors Group first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2019 and held it in 5 quarters.
Sound View Wealth Advisors Group's Royal Dutch Shell PLC ADS Class B position peaked at $1.31M in Q2 2019.
485 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2020, filed 9 Nov 2020.