BFIM
RDS.B

Beese Fulmer Investment Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Beese Fulmer Investment Management’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
2022
Q1 		– Sell
-19,743
Closed -$856K – 251
2021
Q4 		$856K Hold
19,743
– – 0.09% 129
2021
Q3 		$874K Sell
19,743
-875
-4% -$34.6K 0.1% 127
2021
Q2 		$801K Sell
20,618
-616
-3% -$23.2K 0.09% 129
2021
Q1 		$782K Sell
21,234
-1,797
-8% -$68.6K 0.09% 128
2020
Q4 		$774K Sell
23,031
-3,455
-13% -$103K 0.1% 124
2020
Q3 		$641K Buy
26,486
+100
+0.4% +$2.87K 0.09% 123
2020
Q2 		$803K Buy
26,386
+4,005
+18% +$131K 0.12% 113
2020
Q1 		$731K Buy
22,381
+12,942
+137% +$607K 0.13% 112
2019
Q4 		$566K Buy
9,439
+1,850
+24% +$109K 0.08% 125
2019
Q3 		$455K Buy
+7,589
New +$453K 0.07% 133
2019
Q2 		– Sell
-6,319
Closed -$404K – 188
2019
Q1 		$404K Hold
6,319
– – 0.08% 118
2018
Q4 		$379K Buy
6,319
+1,000
+19% +$63.9K 0.09% 115
2018
Q3 		$377K Hold
5,319
– – 0.07% 122
2018
Q2 		$386K Hold
5,319
– – 0.08% 120
2018
Q1 		$349K Hold
5,319
– – 0.08% 125
2017
Q4 		$363K Hold
5,319
– – 0.08% 123
2017
Q3 		$333K Hold
5,319
– – 0.08% 130
2017
Q2 		$290K Hold
5,319
– – 0.07% 137
2017
Q1 		$297K Hold
5,319
– – 0.07% 133
2016
Q4 		$308K Hold
5,319
– – 0.08% 126
2016
Q3 		$281K Hold
5,319
– – 0.08% 128
2016
Q2 		$298K Hold
5,319
– – 0.08% 121
2016
Q1 		$264K Hold
5,319
– – 0.08% 127
2015
Q4 		$245K Hold
5,319
– – 0.08% 124
2015
Q3 		$253K Hold
5,319
– – 0.08% 126
2015
Q2 		$305K Hold
5,319
– – 0.1% 120
2015
Q1 		$334K Sell
5,319
-1,000
-16% -$66.1K 0.11% 107
2014
Q4 		$440K Hold
6,319
– – 0.14% 104
2014
Q3 		$500K Hold
6,319
– – 0.16% 104
2014
Q2 		$550K Hold
6,319
– – 0.18% 102
2014
Q1 		$494K Hold
6,319
– – 0.17% 100
2013
Q4 		$475K Hold
6,319
– – 0.17% 100
2013
Q3 		$435K Buy
6,319
+1,000
+19% +$68.3K 0.17% 102
2013
Q2 		$352K Buy
+5,319
New +$363K 0.15% 105

Other funds holding RDS.B

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Beese Fulmer Investment Management's RDS.B Position: Q1 2022 in Review

Beese Fulmer Investment Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 19,743 shares — an estimated $856K sold.

Beese Fulmer Investment Management first reported a position in RDS.B in Q2 2013 and held it in 34 quarters. The position peaked at $874K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Beese Fulmer Investment Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 19,743 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $856K.
  • Beese Fulmer Investment Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 34 quarters.
  • Beese Fulmer Investment Management's Royal Dutch Shell PLC ADS Class B position peaked at $874K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2022, filed 12 Apr 2022.