WI
RDS.B

Welch Investments’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Welch Investments’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
2017
Q4 		$3.48M Sell
50,951
-202
-0.4% -$13.1K 2.21% 30
2017
Q3 		$3.2M Buy
51,153
+2,458
+5% +$141K 2.21% 30
2017
Q2 		$2.65M Buy
48,695
+3,703
+8% +$206K 1.97% 30
2017
Q1 		$2.51M Buy
44,992
+3,298
+8% +$187K 1.99% 30
2016
Q4 		$2.42M Buy
+41,694
New +$2.28M 2.11% 30

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Welch Investments's RDS.B Position: Q4 2017 in Review

Welch Investments reduced its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 0.39% in Q4 2017, selling an estimated $13.1K and leaving 50,951 shares worth $3.48M. The position accounts for 2.21% of the portfolio, ranked #30.

Welch Investments first reported a position in RDS.B in Q4 2016 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold RDS.B as of Q4 2017.

  • Welch Investments held 50,951 shares of Royal Dutch Shell PLC ADS Class B worth $3.48M as of Q4 2017.
  • Welch Investments sold 202 Royal Dutch Shell PLC ADS Class B shares in Q4 2017, an estimated $13.1K.
  • Royal Dutch Shell PLC ADS Class B made up 2.21% of Welch Investments's portfolio in Q4 2017, its #30 holding.
  • Welch Investments first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2016 and has held it in 5 quarters since.
  • 601 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.