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

Wealthspire Advisors (New York)’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	–	Sell	-7,316	Closed	-$239K	–	562
2020 Q1	$239K	Buy	7,316 +1,099	+18%	+$51.5K	0.01%	445
2019 Q4	$373K	Buy	6,217 +1,083	+21%	+$63.8K	0.03%	125
2019 Q3	$308K	Buy	5,134 +1,818	+55%	+$108K	0.03%	115
2019 Q2	$218K	Buy	+3,316	New	+$216K	0.02%	91
2019 Q1	–	Sell	-185	Closed	-$11K	–	877
2018 Q4	$11K	Buy	+185	New	+$11.8K	﹤0.01%	489

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

Wealthspire Advisors (New York)'s RDS.B Position: Q2 2020 in Review

Wealthspire Advisors (New York) sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2020, closing a stake of 7,316 shares — an estimated $239K sold.

Wealthspire Advisors (New York) first reported a position in RDS.B in Q4 2018 and held it in 5 quarters. The position peaked at $373K in Q4 2019. 569 funds tracked by Wall St. Rank hold RDS.B as of Q2 2020.

Wealthspire Advisors (New York) reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2020 after selling out during the quarter.
Wealthspire Advisors (New York) sold 7,316 Royal Dutch Shell PLC ADS Class B shares in Q2 2020, an estimated $239K.
Wealthspire Advisors (New York) first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Royal Dutch Shell PLC ADS Class B position peaked at $373K in Q4 2019.
569 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2020, filed 14 Aug 2020.