BFO
RDS.A

Boston Family Office’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Boston Family Office’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
-9,130
Closed -$396K – 296
2021
Q4 		$396K Hold
9,130
– – 0.03% 229
2021
Q3 		$407K Sell
9,130
-415
-4% -$16.7K 0.03% 220
2021
Q2 		$386K Sell
9,545
-550
-5% -$21.9K 0.03% 224
2021
Q1 		$399K Sell
10,095
-150
-1% -$6.04K 0.03% 220
2020
Q4 		$360K Sell
10,245
-7
-0.1% -$219 0.03% 224
2020
Q3 		$258K Sell
10,252
-395
-4% -$12K 0.02% 223
2020
Q2 		$348K Sell
10,647
-266
-2% -$9.13K 0.03% 204
2020
Q1 		$381K Sell
10,913
-4,960
-31% -$232K 0.05% 184
2019
Q4 		$936K Sell
15,873
-350
-2% -$20.4K 0.09% 151
2019
Q3 		$955K Sell
16,223
-50
-0.3% -$2.97K 0.1% 145
2019
Q2 		$1.06M Sell
16,273
-50
-0.3% -$3.2K 0.11% 139
2019
Q1 		$1.02M Buy
16,323
+50
+0.3% +$3.09K 0.11% 142
2018
Q4 		$948K Sell
16,273
-1,181
-7% -$73.2K 0.12% 141
2018
Q3 		$1.19M Hold
17,454
– – 0.13% 142
2018
Q2 		$1.21M Sell
17,454
-125
-0.7% -$8.66K 0.14% 138
2018
Q1 		$1.12M Sell
17,579
-25
-0.1% -$1.65K 0.13% 144
2017
Q4 		$1.17M Sell
17,604
-560
-3% -$35.3K 0.13% 142
2017
Q3 		$1.1M Sell
18,164
-484
-3% -$27.1K 0.12% 147
2017
Q2 		$992K Hold
18,648
– – 0.12% 149
2017
Q1 		$983K Sell
18,648
-700
-4% -$37.5K 0.12% 149
2016
Q4 		$1.05M Sell
19,348
-93
-0.5% -$4.79K 0.14% 144
2016
Q3 		$973K Sell
19,441
-1,525
-7% -$77.8K 0.13% 147
2016
Q2 		$1.16M Sell
20,966
-1,032
-5% -$52.5K 0.15% 137
2016
Q1 		$1.07M Sell
21,998
-748
-3% -$33.4K 0.14% 140
2015
Q4 		$1.04M Sell
22,746
-3,928
-15% -$197K 0.14% 136
2015
Q3 		$1.26M Sell
26,674
-100
-0.4% -$5.36K 0.18% 128
2015
Q2 		$1.53M Buy
26,774
+165
+0.6% +$10K 0.19% 121
2015
Q1 		$1.59M Hold
26,609
– – 0.2% 116
2014
Q4 		$1.78M Hold
26,609
– – 0.22% 114
2014
Q3 		$2.03M Hold
26,609
– – 0.26% 104
2014
Q2 		$2.19M Hold
26,609
– – 0.28% 102
2014
Q1 		$1.94M Sell
26,609
-7,202
-21% -$515K 0.26% 103
2013
Q4 		$2.41M Sell
33,811
-25
-0.1% -$1.68K 0.32% 90
2013
Q3 		$2.22M Sell
33,836
-404
-1% -$26.4K 0.32% 90
2013
Q2 		$2.19M Buy
+34,240
New +$2.27M 0.33% 87

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 $225M AUM 21.53% 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

Boston Family Office's RDS.A Position: Q1 2022 in Review

Boston Family Office sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 9,130 shares — an estimated $396K sold.

Boston Family Office first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $2.41M in Q4 2013. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Boston Family Office reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Boston Family Office sold 9,130 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $396K.
  • Boston Family Office first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • Boston Family Office's Royal Dutch Shell PLC ADS Class A position peaked at $2.41M in Q4 2013.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Boston Family Office's 13F filing for Q1 2022, filed 11 May 2022.