WAS
RDS.B

WESPAC Advisors SoCal’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-200
Closed -$12K – 293
2017
Q3 		$12K Hold
200
– – 0.01% 195
2017
Q2 		$10K Hold
200
– – 0.01% 189
2017
Q1 		$11.2K Hold
200
– – 0.01% 183
2016
Q4 		$11.6K Hold
200
– – 0.01% 178
2016
Q3 		$10.6K Hold
200
– – 0.01% 196
2016
Q2 		$11.2K Buy
+200
New +$10.3K 0.01% 196

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

WESPAC Advisors SoCal's RDS.B Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2017, closing a stake of 200 shares — an estimated $12K sold.

WESPAC Advisors SoCal first reported a position in RDS.B in Q2 2016 and held it in 6 quarters. The position peaked at $12K in Q3 2017. 601 funds tracked by Wall St. Rank hold RDS.B as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 200 Royal Dutch Shell PLC ADS Class B shares in Q4 2017, an estimated $12K.
  • WESPAC Advisors SoCal first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2016 and held it in 6 quarters.
  • WESPAC Advisors SoCal's Royal Dutch Shell PLC ADS Class B position peaked at $12K in Q3 2017.
  • 601 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.