WA
RDS.B

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

WESPAC 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
2019
Q3 		– Sell
-17,230
Closed -$1.13M – 130
2019
Q2 		$1.13M Buy
17,230
+1,346
+8% +$87.5K 0.85% 46
2019
Q1 		$1.02M Buy
15,884
+516
+3% +$32.6K 0.7% 50
2018
Q4 		$921K Sell
15,368
-426
-3% -$27.2K 0.89% 41
2018
Q3 		$1.12M Buy
15,794
+6,523
+70% +$452K 0.65% 55
2018
Q2 		$674K Buy
+9,271
New +$667K 0.7% 49
2014
Q4 		– Sell
-13,782
Closed -$1.09M – 160
2014
Q3 		$1.09M Buy
13,782
+6,062
+79% +$511K 0.87% 44
2014
Q2 		$672K Sell
7,720
-4,572
-37% -$380K 0.77% 52
2014
Q1 		$960K Sell
12,292
-1,413
-10% -$107K 0.83% 39
2013
Q4 		$1.03M Buy
13,705
+4,665
+52% +$328K 0.86% 39
2013
Q3 		$622K Buy
9,040
+530
+6% +$36.2K 0.73% 56
2013
Q2 		$564K Buy
+8,510
New +$581K 0.86% 48

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WESPAC Advisors's RDS.B Position: Q3 2019 in Review

WESPAC Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2019, closing a stake of 17,230 shares — an estimated $1.13M sold.

WESPAC Advisors first reported a position in RDS.B in Q2 2013 and held it in 11 quarters. The position peaked at $1.13M in Q2 2019. 654 funds tracked by Wall St. Rank hold RDS.B as of Q3 2019.

  • WESPAC Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2019 after selling out during the quarter.
  • WESPAC Advisors sold 17,230 Royal Dutch Shell PLC ADS Class B shares in Q3 2019, an estimated $1.13M.
  • WESPAC Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 11 quarters.
  • WESPAC Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $1.13M in Q2 2019.
  • 654 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2019.

Based on WESPAC Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.