CIA
RDS.A

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

Cascade 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
-3,300
Closed -$143K – 275
2021
Q4 		$143K Buy
3,300
+300
+10% +$13.5K 0.08% 126
2021
Q3 		$134K Hold
3,000
– – 0.09% 124
2021
Q2 		$121K Hold
3,000
– – 0.08% 125
2021
Q1 		$118K Hold
3,000
– – 0.08% 124
2020
Q4 		$105K Hold
3,000
– – 0.08% 127
2020
Q3 		$75.5K Hold
3,000
– – 0.06% 135
2020
Q2 		$98.1K Buy
3,000
+400
+15% +$13.7K 0.09% 115
2020
Q1 		$90.7K Sell
2,600
-50
-2% -$2.33K 0.1% 113
2019
Q4 		$156K Sell
2,650
-200
-7% -$11.7K 0.12% 111
2019
Q3 		$168K Buy
2,850
+200
+8% +$11.9K 0.13% 105
2019
Q2 		$172K Hold
2,650
– – 0.15% 103
2019
Q1 		$166K Hold
2,650
– – 0.15% 102
2018
Q4 		$154K Hold
2,650
– – 0.16% 101
2018
Q3 		$181K Hold
2,650
– – 0.15% 99
2018
Q2 		$183K Buy
2,650
+400
+18% +$27.7K 0.16% 97
2018
Q1 		$144K Buy
2,250
+200
+10% +$13.2K 0.11% 103
2017
Q4 		$137K Sell
2,050
-50
-2% -$3.15K 0.11% 105
2017
Q3 		$127K Sell
2,100
-300
-13% -$16.8K 0.11% 104
2017
Q2 		$128K Sell
2,400
-270
-10% -$14.5K 0.11% 103
2017
Q1 		$141K Sell
2,670
-200
-7% -$10.7K 0.12% 93
2016
Q4 		$156K Buy
+2,870
New +$148K 0.13% 89
2016
Q2 		$120K Buy
+2,170
New +$110K 0.12% 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

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

Cascade Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 3,300 shares — an estimated $143K sold.

Cascade Investment Advisors first reported a position in RDS.A in Q2 2016 and held it in 22 quarters. The position peaked at $183K in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Cascade Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Cascade Investment Advisors sold 3,300 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $143K.
  • Cascade Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2016 and held it in 22 quarters.
  • Cascade Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $183K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Cascade Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.