WAM
RDS.B

Wealthspire Advisors (Maryland)’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-4,210
Closed -$252K – 525
2019
Q4 		$252K Buy
4,210
+191
+5% +$11.2K 0.02% 420
2019
Q3 		$241K Sell
4,019
-488
-11% -$29.1K 0.02% 395
2019
Q2 		$296K Sell
4,507
-2,986
-40% -$194K 0.02% 356
2019
Q1 		$479K Buy
7,493
+3,806
+103% +$241K 0.04% 257
2018
Q4 		$221K Sell
3,687
-709
-16% -$45.3K 0.02% 383
2018
Q3 		$312K Sell
4,396
-1,111
-20% -$77K 0.03% 350
2018
Q2 		$380K Buy
5,507
+1,416
+35% +$102K 0.03% 298
2018
Q1 		$268K Buy
4,091
+342
+9% +$23K 0.03% 391
2017
Q4 		$256K Buy
3,749
+688
+22% +$44.6K 0.02% 411
2017
Q3 		$191K Sell
3,061
-51
-2% -$2.93K 0.02% 491
2017
Q2 		$169K Buy
3,112
+200
+7% +$11.1K 0.02% 512
2017
Q1 		$162K Buy
2,912
+287
+11% +$16.3K 0.02% 461
2016
Q4 		$152K Sell
2,625
-35
-1% -$1.92K 0.02% 451
2016
Q3 		$140K Sell
2,660
-79
-3% -$4.23K 0.02% 486
2016
Q2 		$154K Buy
2,739
+1,060
+63% +$54.5K 0.03% 434
2016
Q1 		$83K Buy
1,679
+1,238
+281% +$55.6K 0.01% 569
2015
Q4 		$20K Buy
+441
New +$22.3K ﹤0.01% 974

Other funds holding RDS.B

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RDS.B Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2020, closing a stake of 4,210 shares — an estimated $252K sold.

Wealthspire Advisors (Maryland) first reported a position in RDS.B in Q4 2015 and held it in 17 quarters. The position peaked at $479K in Q1 2019. 608 funds tracked by Wall St. Rank hold RDS.B as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,210 Royal Dutch Shell PLC ADS Class B shares in Q1 2020, an estimated $252K.
  • Wealthspire Advisors (Maryland) first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Royal Dutch Shell PLC ADS Class B position peaked at $479K in Q1 2019.
  • 608 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.