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RDS.B

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

WealthPLAN 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
2017
Q2 		– Sell
-104
Closed -$5.78K – 457
2017
Q1 		$5.78K Buy
+104
New +$5.9K 0.02% 330
2016
Q3 		$45.4K Sell
843
-843
-50% -$45.1K 0.01% 355
2016
Q2 		$47.2K Buy
+1,686
New +$86.7K 0.01% 956
2015
Q4 		$29.5K Buy
+1,639
New +$82.9K ﹤0.01% 771
2015
Q2 		– Sell
-188
Closed -$11K – 525
2015
Q1 		$11K Buy
+188
New +$12.4K 0.01% 376

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's RDS.B Position: Q2 2017 in Review

WealthPLAN Partners sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2017, closing a stake of 104 shares — an estimated $5.78K sold.

WealthPLAN Partners first reported a position in RDS.B in Q1 2015 and held it in 5 quarters. The position peaked at $47.2K in Q2 2016. 508 funds tracked by Wall St. Rank hold RDS.B as of Q2 2017.

  • WealthPLAN Partners reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 104 Royal Dutch Shell PLC ADS Class B shares in Q2 2017, an estimated $5.78K.
  • WealthPLAN Partners first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Royal Dutch Shell PLC ADS Class B position peaked at $47.2K in Q2 2016.
  • 508 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.