WealthTrust-Arizona’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$54K	Hold	904	–	–	0.03%	143
2018 Q3	$64K	Buy	904 +47	+5%	+$3.26K	0.03%	136
2018 Q2	$62K	Hold	857	–	–	0.03%	129
2018 Q1	$56K	Hold	857	–	–	0.03%	143
2017 Q4	$59K	Sell	857 -274	-24%	-$17.8K	0.03%	150
2017 Q3	$71K	Hold	1,131	–	–	0.04%	131
2017 Q2	$62K	Buy	1,131 +140	+14%	+$7.79K	0.03%	138
2017 Q1	$55K	Hold	991	–	–	0.03%	145
2016 Q4	$57K	Buy	+991	New	+$54.2K	0.03%	140
2014 Q2	–	Sell	-16	Closed	-$1K	–	725
2014 Q1	$1K	Hold	16	–	–	﹤0.01%	666
2013 Q4	$1K	Sell	16 -8	-33%	-$563	﹤0.01%	633
2013 Q3	$2K	Hold	24	–	–	﹤0.01%	575
2013 Q2	$2K	Buy	+24	New	+$1.64K	﹤0.01%	546

Other funds holding RDS.B

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthTrust-Arizona's RDS.B Position: Q4 2018 in Review

WealthTrust-Arizona held its Royal Dutch Shell PLC ADS Class B (RDS.B) position steady in Q4 2018 at 904 shares worth $54K. The position accounts for 0.03% of the portfolio, ranked #143.

WealthTrust-Arizona first reported a position in RDS.B in Q2 2013 and has held it in 13 quarters since. The position peaked at $71K in Q3 2017. 673 funds tracked by Wall St. Rank hold RDS.B as of Q4 2018.

WealthTrust-Arizona held 904 shares of Royal Dutch Shell PLC ADS Class B worth $54K as of Q4 2018.
WealthTrust-Arizona left its Royal Dutch Shell PLC ADS Class B share count unchanged in Q4 2018.
Royal Dutch Shell PLC ADS Class B made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #143 holding.
WealthTrust-Arizona first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and has held it in 13 quarters since.
WealthTrust-Arizona's Royal Dutch Shell PLC ADS Class B position peaked at $71K in Q3 2017.
673 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.