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

Wintrust 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
2019 Q3	–	Sell	-3,161	Closed	-$208K	–	391
2019 Q2	$208K	Hold	3,161	–	–	0.03%	346
2019 Q1	$202K	Buy	+3,161	New	+$200K	0.03%	332
2018 Q4	–	Sell	-3,081	Closed	-$219K	–	374
2018 Q3	$219K	Buy	+3,081	New	+$213K	0.04%	332
2017 Q2	–	Sell	-12,700	Closed	-$709K	–	307
2017 Q1	$709K	Buy	12,700 +408	+3%	+$23.1K	0.2%	120
2016 Q4	$713K	Buy	12,292 +4,242	+53%	+$232K	0.3%	63
2016 Q3	$425K	Buy	+8,050	New	+$431K	0.2%	101

Other funds holding RDS.B

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wintrust Investments's RDS.B Position: Q3 2019 in Review

Wintrust Investments sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q3 2019, closing a stake of 3,161 shares — an estimated $208K sold.

Wintrust Investments first reported a position in RDS.B in Q3 2016 and held it in 6 quarters. The position peaked at $713K in Q4 2016. 654 funds tracked by Wall St. Rank hold RDS.B as of Q3 2019.

Wintrust Investments reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q3 2019 after selling out during the quarter.
Wintrust Investments sold 3,161 Royal Dutch Shell PLC ADS Class B shares in Q3 2019, an estimated $208K.
Wintrust Investments first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2016 and held it in 6 quarters.
Wintrust Investments's Royal Dutch Shell PLC ADS Class B position peaked at $713K in Q4 2016.
654 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q3 2019.

Based on Wintrust Investments's 13F filing for Q3 2019, filed 7 Nov 2019.