BTW
RDS.A

Boston Trust Walden’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Boston Trust Walden’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
-12,363
Closed -$537K – 403
2021
Q4 		$537K Buy
+12,363
New +$558K ﹤0.01% 323
2020
Q3 		– Sell
-7,585
Closed -$248K – 374
2020
Q2 		$248K Buy
7,585
+325
+4% +$11.2K ﹤0.01% 346
2020
Q1 		$253K Sell
7,260
-400
-5% -$18.7K ﹤0.01% 331
2019
Q4 		$452K Hold
7,660
– – 0.01% 331
2019
Q3 		$451K Sell
7,660
-79
-1% -$4.69K 0.01% 330
2019
Q2 		$504K Sell
7,739
-49
-0.6% -$3.13K 0.01% 328
2019
Q1 		$487K Sell
7,788
-1,330
-15% -$82.2K 0.01% 333
2018
Q4 		$531K Hold
9,118
– – 0.01% 322
2018
Q3 		$621K Hold
9,118
– – 0.01% 322
2018
Q2 		$631K Sell
9,118
-500
-5% -$34.6K 0.01% 319
2018
Q1 		$614K Buy
9,618
+1,630
+20% +$107K 0.01% 321
2017
Q4 		$533K Sell
7,988
-181
-2% -$11.4K 0.01% 331
2017
Q3 		$495K Sell
8,169
-200
-2% -$11.2K 0.01% 338
2017
Q2 		$445K Buy
8,369
+850
+11% +$45.5K 0.01% 339
2017
Q1 		$396K Sell
7,519
-33
-0.4% -$1.77K 0.01% 327
2016
Q4 		$411K Sell
7,552
-107
-1% -$5.51K 0.01% 319
2016
Q3 		$383K Hold
7,659
– – 0.01% 322
2016
Q2 		$423K Sell
7,659
-300
-4% -$15.3K 0.01% 320
2016
Q1 		$386K Sell
7,959
-650
-8% -$29.1K 0.01% 324
2015
Q4 		$394K Sell
8,609
-69
-0.8% -$3.46K 0.01% 319
2015
Q3 		$411K Sell
8,678
-450
-5% -$24.1K 0.01% 329
2015
Q2 		$520K Sell
9,128
-100
-1% -$6.09K 0.01% 314
2015
Q1 		$550K Sell
9,228
-600
-6% -$38K 0.01% 307
2014
Q4 		$658K Sell
9,828
-48
-0.5% -$3.32K 0.01% 302
2014
Q3 		$752K Sell
9,876
-2,350
-19% -$189K 0.01% 295
2014
Q2 		$1.01M Hold
12,226
– – 0.01% 279
2014
Q1 		$893K Sell
12,226
-500
-4% -$35.7K 0.01% 266
2013
Q4 		$907K Sell
12,726
-556
-4% -$37.4K 0.01% 269
2013
Q3 		$872K Sell
13,282
-375
-3% -$24.5K 0.01% 261
2013
Q2 		$871K Buy
+13,657
New +$904K 0.01% 253

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 $205M AUM 41.7% 1-Year Est. Return

Boston Trust Walden's RDS.A Position: Q1 2022 in Review

Boston Trust Walden sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 12,363 shares — an estimated $537K sold.

Boston Trust Walden first reported a position in RDS.A in Q2 2013 and held it in 30 quarters. The position peaked at $1.01M in Q2 2014. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Boston Trust Walden reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Boston Trust Walden sold 12,363 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $537K.
  • Boston Trust Walden first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 30 quarters.
  • Boston Trust Walden's Royal Dutch Shell PLC ADS Class A position peaked at $1.01M in Q2 2014.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Boston Trust Walden's 13F filing for Q1 2022, filed 20 Apr 2022.