WIA
RDS.B

Wealthstreet Investment Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Wealthstreet Investment 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
2020
Q2 		– Sell
-9,550
Closed -$312K – 338
2020
Q1 		$312K Buy
9,550
+1,096
+13% +$51.4K 0.05% 241
2019
Q4 		$507K Buy
8,454
+475
+6% +$28K 0.06% 234
2019
Q3 		$484K Hold
7,979
– – 0.06% 227
2019
Q2 		$525K Buy
7,979
+125
+2% +$8.13K 0.07% 218
2019
Q1 		$503K Sell
7,854
-896
-10% -$56.6K 0.07% 224
2018
Q4 		$525K Buy
8,750
+1,200
+16% +$76.7K 0.07% 211
2018
Q3 		$536K Buy
7,550
+100
+1% +$6.93K 0.07% 230
2018
Q2 		$542K Hold
7,450
– – 0.07% 228
2018
Q1 		$489K Buy
7,450
+1,079
+17% +$72.6K 0.06% 239
2017
Q4 		$435K Buy
+6,371
New +$413K 0.05% 244

Other funds holding RDS.B

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return