SVWA
RDS.B

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

Sound View 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
2019
Q1 		$1.45M Sell
22,640
-1,968
-8% -$124K 0.45% 66
2018
Q4 		$1.48M Buy
+24,608
New +$1.57M 0.53% 56

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors's RDS.B Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 8% in Q1 2019, selling an estimated $124K and leaving 22,640 shares worth $1.45M. The position accounts for 0.45% of the portfolio, ranked #66.

Sound View Wealth Advisors first reported a position in RDS.B in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.48M in Q4 2018. 681 funds tracked by Wall St. Rank hold RDS.B as of Q1 2019.

  • Sound View Wealth Advisors held 22,640 shares of Royal Dutch Shell PLC ADS Class B worth $1.45M as of Q1 2019.
  • Sound View Wealth Advisors sold 1,968 Royal Dutch Shell PLC ADS Class B shares in Q1 2019, an estimated $124K.
  • Royal Dutch Shell PLC ADS Class B made up 0.45% of Sound View Wealth Advisors's portfolio in Q1 2019, its #66 holding.
  • Sound View Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $1.48M in Q4 2018.
  • 681 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.