Strategic Wealth Partners’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Strategic Wealth Partners’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 Q4	–	Sell	-1,022	Closed	-$60	–	548
2019 Q3	$60	Buy	1,022 +57	+6%	+$3.4K	﹤0.01%	292
2019 Q2	$63K	Sell	965 -772	-44%	-$50.2K	0.03%	213
2019 Q1	$112K	Buy	1,737 +144	+9%	+$9.1K	0.05%	173
2018 Q4	$100K	Hold	1,593	–	–	0.05%	176
2018 Q3	$113K	Hold	1,593	–	–	0.06%	168
2018 Q2	$116K	Sell	1,593 -175	-10%	-$12.6K	0.07%	183
2018 Q1	$116K	Buy	1,768 +17	+1%	+$1.14K	0.06%	179
2017 Q4	$117K	Buy	+1,751	New	+$113K	0.06%	167

Other funds holding RDS.B

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Strategic Wealth Partners's RDS.B Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2019, closing a stake of 1,022 shares — an estimated $60 sold.

Strategic Wealth Partners first reported a position in RDS.B in Q4 2017 and held it in 8 quarters. The position peaked at $117K in Q4 2017. 705 funds tracked by Wall St. Rank hold RDS.B as of Q4 2019.

Strategic Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 1,022 Royal Dutch Shell PLC ADS Class B shares in Q4 2019, an estimated $60.
Strategic Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's Royal Dutch Shell PLC ADS Class B position peaked at $117K in Q4 2017.
705 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.