SP
RDS.B

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

SWS 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
2018
Q2 		– Sell
-545
Closed -$35K – 348
2018
Q1 		$35K Sell
545
-76
-12% -$5.12K 0.03% 173
2017
Q4 		$42K Buy
+621
New +$40.3K 0.03% 159

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SWS Partners's RDS.B Position: Q2 2018 in Review

SWS Partners sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2018, closing a stake of 545 shares — an estimated $35K sold.

SWS Partners first reported a position in RDS.B in Q4 2017 and held it in 2 quarters. The position peaked at $42K in Q4 2017. 639 funds tracked by Wall St. Rank hold RDS.B as of Q2 2018.

  • SWS Partners reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 545 Royal Dutch Shell PLC ADS Class B shares in Q2 2018, an estimated $35K.
  • SWS Partners first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 2 quarters.
  • SWS Partners's Royal Dutch Shell PLC ADS Class B position peaked at $42K in Q4 2017.
  • 639 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.