BHIA
RDS.A

Birch Hill Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Birch Hill Investment Advisors’s Portfolio RDS.A Stock Details RDS.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,764
Closed -$294K – 172
2021
Q4 		$294K Sell
6,764
-985
-13% -$44.5K 0.01% 149
2021
Q3 		$345K Hold
7,749
– – 0.02% 140
2021
Q2 		$313K Hold
7,749
– – 0.02% 136
2021
Q1 		$304K Hold
7,749
– – 0.02% 133
2020
Q4 		$272K Buy
+7,749
New +$242K 0.02% 133
2020
Q3 		– Sell
-7,749
Closed -$253K – 143
2020
Q2 		$253K Hold
7,749
– – 0.02% 129
2020
Q1 		$270K Hold
7,749
– – 0.02% 116
2019
Q4 		$457K Sell
7,749
-266
-3% -$15.5K 0.03% 114
2019
Q3 		$472K Hold
8,015
– – 0.03% 110
2019
Q2 		$522K Sell
8,015
-618
-7% -$39.5K 0.04% 108
2019
Q1 		$540K Hold
8,633
– – 0.04% 103
2018
Q4 		$503K Sell
8,633
-3,265
-27% -$202K 0.04% 108
2018
Q3 		$811K Buy
11,898
+2,825
+31% +$189K 0.06% 97
2018
Q2 		$628K Sell
9,073
-200
-2% -$13.9K 0.05% 101
2018
Q1 		$592K Hold
9,273
– – 0.05% 102
2017
Q4 		$619K Sell
9,273
-200
-2% -$12.6K 0.05% 96
2017
Q3 		$574K Sell
9,473
-90
-0.9% -$5.03K 0.05% 95
2017
Q2 		$509K Sell
9,563
-1,135
-11% -$60.8K 0.05% 98
2017
Q1 		$564K Sell
10,698
-374
-3% -$20K 0.05% 93
2016
Q4 		$602K Hold
11,072
– – 0.05% 91
2016
Q3 		$554K Hold
11,072
– – 0.05% 91
2016
Q2 		$611K Sell
11,072
-411
-4% -$20.9K 0.06% 92
2016
Q1 		$556K Sell
11,483
-675
-6% -$30.2K 0.06% 91
2015
Q4 		$557K Sell
12,158
-1,150
-9% -$57.7K 0.06% 94
2015
Q3 		$631K Hold
13,308
– – 0.07% 92
2015
Q2 		$759K Hold
13,308
– – 0.08% 91
2015
Q1 		$794K Hold
13,308
– – 0.08% 89
2014
Q4 		$891K Buy
13,308
+216
+2% +$14.9K 0.09% 84
2014
Q3 		$997K Hold
13,092
– – 0.1% 80
2014
Q2 		$1.08M Sell
13,092
-890
-6% -$69.6K 0.11% 76
2014
Q1 		$1.02M Sell
13,982
-3,064
-18% -$219K 0.11% 77
2013
Q4 		$1.22M Sell
17,046
-1,355
-7% -$91.1K 0.13% 75
2013
Q3 		$1.21M Sell
18,401
-150
-0.8% -$9.82K 0.14% 74
2013
Q2 		$1.18M Buy
+18,551
New +$1.23M 0.15% 74

Other funds holding RDS.A

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
BCFD
Boit C.F. David $238M AUM 26.75% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Birch Hill Investment Advisors's RDS.A Position: Q1 2022 in Review

Birch Hill Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 6,764 shares — an estimated $294K sold.

Birch Hill Investment Advisors first reported a position in RDS.A in Q2 2013 and held it in 34 quarters. The position peaked at $1.22M in Q4 2013. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Birch Hill Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 6,764 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $294K.
  • Birch Hill Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 34 quarters.
  • Birch Hill Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $1.22M in Q4 2013.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.