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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's RDS.B Position: Q2 2020 in Review

Wealthstreet Investment Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q2 2020, closing a stake of 9,550 shares — an estimated $312K sold.

Wealthstreet Investment Advisors first reported a position in RDS.B in Q4 2017 and held it in 10 quarters. The position peaked at $542K in Q2 2018. 569 funds tracked by Wall St. Rank hold RDS.B as of Q2 2020.

Wealthstreet Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q2 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 9,550 Royal Dutch Shell PLC ADS Class B shares in Q2 2020, an estimated $312K.
Wealthstreet Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2017 and held it in 10 quarters.
Wealthstreet Investment Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $542K in Q2 2018.
569 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.