SFS
RDS.B

Sowell Financial Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-5,619
Closed -$213K – 3120
2021
Q1 		$213K Buy
5,619
+1,357
+32% +$51.8K 0.01% 1022
2020
Q4 		$143K Sell
4,262
-670
-14% -$19.9K 0.01% 999
2020
Q3 		$119K Sell
4,932
-11,705
-70% -$335K 0.01% 913
2020
Q2 		$507K Buy
16,637
+6,005
+56% +$196K 0.03% 449
2020
Q1 		$347K Sell
10,632
-4,186
-28% -$196K 0.03% 499
2019
Q4 		$889K Sell
14,818
-341
-2% -$20.1K 0.07% 292
2019
Q3 		$908K Buy
+15,159
New +$905K 0.08% 267
2019
Q1 		$959K Buy
14,988
+1,498
+11% +$94.7K 0.11% 204
2018
Q4 		$809K Buy
13,490
+6,963
+107% +$445K 0.11% 193
2018
Q3 		$453K Buy
+6,527
New +$452K 0.07% 206
2017
Q1 		– Sell
-2,422
Closed -$140K – 604
2016
Q4 		$140K Buy
+2,422
New +$133K 0.05% 232

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Wellington Management Group
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Morgan Stanley
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State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return