TWA
RDS.B

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

TCI 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
Q4 		– Sell
-500
Closed -$30K – 1735
2019
Q3 		$30K Buy
+500
New +$29.8K 0.01% 424
2017
Q2 		– Sell
-3,100
Closed -$173K – 1396
2017
Q1 		$173K Hold
3,100
– – 0.09% 148
2016
Q4 		$180K Hold
3,100
– – 0.09% 146
2016
Q3 		$164K Buy
+3,100
New +$166K 0.09% 147

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Wealth Advisors's RDS.B Position: Q4 2019 in Review

TCI Wealth Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2019, closing a stake of 500 shares — an estimated $30K sold.

TCI Wealth Advisors first reported a position in RDS.B in Q3 2016 and held it in 4 quarters. The position peaked at $180K in Q4 2016. 705 funds tracked by Wall St. Rank hold RDS.B as of Q4 2019.

  • TCI Wealth Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2019 after selling out during the quarter.
  • TCI Wealth Advisors sold 500 Royal Dutch Shell PLC ADS Class B shares in Q4 2019, an estimated $30K.
  • TCI Wealth Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2016 and held it in 4 quarters.
  • TCI Wealth Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $180K in Q4 2016.
  • 705 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2019.

Based on TCI Wealth Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.