CIBC Private Wealth Group
RDS.A

CIBC Private Wealth Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

CIBC Private Wealth Group’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
-37,976
Closed -$1.65M – 1335
2021
Q4 		$1.65M Sell
37,976
-4,482
-11% -$202K ﹤0.01% 553
2021
Q3 		$1.89M Sell
42,458
-6,509
-13% -$263K ﹤0.01% 512
2021
Q2 		$1.98M Sell
48,967
-1,819
-4% -$72.3K ﹤0.01% 535
2021
Q1 		$1.99M Sell
50,786
-1,321
-3% -$53.2K 0.01% 540
2020
Q4 		$1.83M Sell
52,107
-8,411
-14% -$263K ﹤0.01% 527
2020
Q3 		$1.52M Buy
60,518
+9,364
+18% +$283K ﹤0.01% 490
2020
Q2 		$1.67M Sell
51,154
-27,227
-35% -$934K 0.01% 401
2020
Q1 		$2.73M Buy
78,381
+12,005
+18% +$561K 0.01% 369
2019
Q4 		$3.91M Sell
66,376
-2,467
-4% -$144K 0.01% 374
2019
Q3 		$4.05M Sell
68,843
-257
-0.4% -$15.3K 0.01% 370
2019
Q2 		$4.5M Sell
69,100
-806
-1% -$51.5K 0.02% 374
2019
Q1 		$4.38M Sell
69,906
-6,296
-8% -$389K 0.02% 366
2018
Q4 		$4.44M Buy
76,202
+2,031
+3% +$126K 0.02% 352
2018
Q3 		$5.05M Sell
74,171
-499
-0.7% -$33.3K 0.02% 370
2018
Q2 		$5.17M Sell
74,670
-21,024
-22% -$1.46M 0.02% 361
2018
Q1 		$6.11M Sell
95,694
-1,994
-2% -$131K 0.03% 327
2017
Q4 		$6.52M Buy
97,688
+31,232
+47% +$1.97M 0.03% 322
2017
Q3 		$4.03M Buy
66,456
+9,149
+16% +$512K 0.02% 370
2017
Q2 		$3.05M Sell
57,307
-2,694
-4% -$143K 0.02% 332
2017
Q1 		$3.11M Buy
60,001
+11,127
+23% +$580K 0.02% 321
2016
Q4 		$2.57M Sell
48,874
-1,935
-4% -$96.3K 0.02% 339
2016
Q3 		$2.46M Sell
50,809
-3,561
-7% -$174K 0.02% 339
2016
Q2 		$2.85M Buy
54,370
+115
+0.2% +$5.55K 0.02% 320
2016
Q1 		$2.49M Sell
54,255
-1,524
-3% -$64.6K 0.02% 326
2015
Q4 		$2.42M Sell
55,779
-5,612
-9% -$267K 0.02% 339
2015
Q3 		$2.76M Sell
61,391
-1,700
-3% -$86.4K 0.02% 321
2015
Q2 		$3.41M Sell
63,091
-1,171
-2% -$67.1K 0.02% 323
2015
Q1 		$3.58M Sell
64,262
-2,339
-4% -$139K 0.03% 319
2014
Q4 		$4.17M Sell
66,601
-1,864
-3% -$120K 0.03% 302
2014
Q3 		$4.87M Buy
68,465
+2,740
+4% +$205K 0.04% 284
2014
Q2 		$5.06M Buy
65,725
+270
+0.4% +$19.7K 0.04% 275
2014
Q1 		$4.47M Buy
+65,455
New +$4.37M 0.04% 285

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 $363M AUM 65.91% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 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 $3.29B AUM 4.86% 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

CIBC Private Wealth Group's RDS.A Position: Q1 2022 in Review

CIBC Private Wealth Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 37,976 shares — an estimated $1.65M sold.

CIBC Private Wealth Group first reported a position in RDS.A in Q1 2014 and held it in 32 quarters. The position peaked at $6.52M in Q4 2017. 16 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • CIBC Private Wealth Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 37,976 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $1.65M.
  • CIBC Private Wealth Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2014 and held it in 32 quarters.
  • CIBC Private Wealth Group's Royal Dutch Shell PLC ADS Class A position peaked at $6.52M in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on CIBC Private Wealth Group's 13F filing for Q1 2022, filed 16 May 2022.