UFA
RDS.B

US Financial Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

US Financial 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
2016
Q2 		– Sell
-28
Closed -$1K – 433
2016
Q1 		$1K Sell
28
-219
-89% -$9.83K ﹤0.01% 449
2015
Q4 		$11K Buy
+247
New +$12.5K 0.01% 311

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

US Financial Advisors's RDS.B Position: Q2 2016 in Review

US Financial Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2016, closing a stake of 28 shares — an estimated $1K sold.

US Financial Advisors first reported a position in RDS.B in Q4 2015 and held it in 2 quarters. The position peaked at $11K in Q4 2015. 447 funds tracked by Wall St. Rank hold RDS.B as of Q2 2016.

  • US Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 28 Royal Dutch Shell PLC ADS Class B shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $11K in Q4 2015.
  • 447 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.