WC
RDS.B

Whitney & Co’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Whitney & Co’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 		– Sell
-80
Closed -$5K – 514
2018
Q3 		$5K Buy
+80
New +$5.54K ﹤0.01% 406

Other funds holding RDS.B

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whitney & Co's RDS.B Position: Q4 2018 in Review

Whitney & Co sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2018, closing a stake of 80 shares — an estimated $5K sold.

Whitney & Co first reported a position in RDS.B in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 673 funds tracked by Wall St. Rank hold RDS.B as of Q4 2018.

  • Whitney & Co reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 80 Royal Dutch Shell PLC ADS Class B shares in Q4 2018, an estimated $5K.
  • Whitney & Co first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Royal Dutch Shell PLC ADS Class B position peaked at $5K in Q3 2018.
  • 673 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.