WA
RDS.B

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

WFG 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
2017
Q2 		$380K Buy
6,983
+5,409
+344% +$301K 0.09% 243
2017
Q1 		$88K Sell
1,574
-1,015
-39% -$57.6K 0.02% 510
2016
Q4 		$150K Sell
2,589
-17,659
-87% -$966K 0.04% 442
2016
Q3 		$1.07M Buy
20,248
+1,513
+8% +$81K 0.27% 95
2016
Q2 		$1.05M Buy
18,735
+513
+3% +$26.4K 0.28% 91
2016
Q1 		$896K Buy
18,222
+1,181
+7% +$53K 0.26% 93
2015
Q4 		$785K Sell
17,041
-467
-3% -$23.6K 0.23% 104
2015
Q3 		$831K Buy
17,508
+4,579
+35% +$247K 0.26% 88
2015
Q2 		$741K Buy
12,929
+778
+6% +$48.1K 0.2% 117
2015
Q1 		$762K Sell
12,151
-1,590
-12% -$105K 0.21% 106
2014
Q4 		$956K Buy
13,741
+1,233
+10% +$88.9K 0.19% 118
2014
Q3 		$990K Buy
12,508
+224
+2% +$18.9K 0.19% 125
2014
Q2 		$1.07M Buy
12,284
+21
+0.2% +$1.75K 0.2% 115
2014
Q1 		$958K Sell
12,263
-806
-6% -$61.1K 0.19% 123
2013
Q4 		$982K Buy
13,069
+107
+0.8% +$7.53K 0.14% 171
2013
Q3 		$892K Buy
12,962
+733
+6% +$50K 0.14% 176
2013
Q2 		$810K Buy
+12,229
New +$835K 0.13% 185

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

WFG Advisors's RDS.B Position: Q2 2017 in Review

WFG Advisors increased its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 344% in Q2 2017, buying an estimated $301K and bringing the position to 6,983 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #243.

WFG Advisors first reported a position in RDS.B in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.07M in Q3 2016. 508 funds tracked by Wall St. Rank hold RDS.B as of Q2 2017.

  • WFG Advisors held 6,983 shares of Royal Dutch Shell PLC ADS Class B worth $380K as of Q2 2017.
  • WFG Advisors bought 5,409 Royal Dutch Shell PLC ADS Class B shares in Q2 2017, an estimated $301K.
  • Royal Dutch Shell PLC ADS Class B made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #243 holding.
  • WFG Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $1.07M in Q3 2016.
  • 508 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.