TrueWealth LLC’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

TrueWealth LLC’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 Q2	$14K	Sell	475 -135	-22%	-$4.41K	0.01%	432
2020 Q1	$20K	Sell	610 -443	-42%	-$20.8K	0.01%	361
2019 Q4	$63K	Buy	1,053 +135	+15%	+$7.95K	0.03%	249
2019 Q3	$55K	Hold	918	–	–	0.02%	253
2019 Q2	$60K	Sell	918 -81	-8%	-$5.27K	0.03%	251
2019 Q1	$64K	Buy	999 +81	+9%	+$5.12K	0.03%	237
2018 Q4	$55K	Hold	918	–	–	0.03%	242
2018 Q3	$65K	Buy	918 +75	+9%	+$5.2K	0.03%	235
2018 Q2	$61K	Hold	843	–	–	0.03%	243
2018 Q1	$55K	Buy	+843	New	+$56.7K	0.03%	253

Other funds holding RDS.B

Norges Bank Oslo, Norway $935B AUM

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrueWealth LLC's RDS.B Position: Q2 2020 in Review

TrueWealth LLC reduced its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 22% in Q2 2020, selling an estimated $4.41K and leaving 475 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #432.

TrueWealth LLC first reported a position in RDS.B in Q1 2018 and has held it in 10 quarters since. The position peaked at $65K in Q3 2018. 569 funds tracked by Wall St. Rank hold RDS.B as of Q2 2020.

TrueWealth LLC held 475 shares of Royal Dutch Shell PLC ADS Class B worth $14K as of Q2 2020.
TrueWealth LLC sold 135 Royal Dutch Shell PLC ADS Class B shares in Q2 2020, an estimated $4.41K.
Royal Dutch Shell PLC ADS Class B made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #432 holding.
TrueWealth LLC first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2018 and has held it in 10 quarters since.
TrueWealth LLC's Royal Dutch Shell PLC ADS Class B position peaked at $65K in Q3 2018.
569 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.