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

Squar Milner 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
2020 Q3	–	Sell	-6,769	Closed	-$206K	–	212
2020 Q2	$206K	Buy	6,769 +1,444	+27%	+$47.2K	0.12%	199
2020 Q1	$173K	Buy	5,325 +2,636	+98%	+$124K	0.1%	183
2019 Q4	$161K	Buy	+2,689	New	+$158K	0.08%	239
2019 Q3	–	Sell	-205	Closed	-$13K	–	785
2019 Q2	$13K	Buy	205 +65	+46%	+$4.23K	0.01%	499
2019 Q1	$8K	Hold	140	–	–	0.01%	580
2018 Q4	$8K	Hold	140	–	–	0.01%	516
2018 Q3	$10K	Hold	140	–	–	0.01%	507
2018 Q2	$10K	Buy	+140	New	+$10.1K	0.01%	595

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

Squar Milner Financial Services's RDS.B Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2020, closing a stake of 6,769 shares — an estimated $206K sold.

Squar Milner Financial Services first reported a position in RDS.B in Q2 2018 and held it in 8 quarters. The position peaked at $206K in Q2 2020. 485 funds tracked by Wall St. Rank hold RDS.B as of Q3 2020.

Squar Milner Financial Services reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,769 Royal Dutch Shell PLC ADS Class B shares in Q3 2020, an estimated $206K.
Squar Milner Financial Services first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2018 and held it in 8 quarters.
Squar Milner Financial Services's Royal Dutch Shell PLC ADS Class B position peaked at $206K in Q2 2020.
485 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.