Creative Planning
RDS.A

Creative Planning’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Creative Planning’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
-79,597
Closed -$3.46M – 2482
2021
Q4 		$3.46M Buy
79,597
+902
+1% +$40.7K 0.01% 522
2021
Q3 		$3.51M Buy
78,695
+16,015
+26% +$646K 0.01% 513
2021
Q2 		$2.53M Sell
62,680
-4,345
-6% -$173K ﹤0.01% 594
2021
Q1 		$2.63M Sell
67,025
-3,534
-5% -$142K 0.01% 613
2020
Q4 		$2.48M Sell
70,559
-4,393
-6% -$137K 0.01% 586
2020
Q3 		$1.91M Sell
74,952
-5,866
-7% -$177K 0.01% 582
2020
Q2 		$2.64M Buy
80,818
+1,877
+2% +$64.4K 0.01% 413
2020
Q1 		$2.75M Buy
78,941
+14,971
+23% +$699K 0.01% 349
2019
Q4 		$3.77M Sell
63,970
-4,286
-6% -$250K 0.01% 348
2019
Q3 		$4.02M Buy
68,256
+3,575
+6% +$212K 0.01% 323
2019
Q2 		$4.21M Buy
64,681
+2,846
+5% +$182K 0.01% 319
2019
Q1 		$3.87M Sell
61,835
-5,662
-8% -$350K 0.01% 318
2018
Q4 		$3.93M Buy
67,497
+263
+0.4% +$16.3K 0.02% 290
2018
Q3 		$4.58M Sell
67,234
-10,814
-14% -$722K 0.02% 291
2018
Q2 		$5.4M Buy
78,048
+28,157
+56% +$1.95M 0.02% 239
2018
Q1 		$3.18M Buy
49,891
+7,330
+17% +$483K 0.01% 347
2017
Q4 		$2.84M Buy
42,561
+5,830
+16% +$367K 0.01% 369
2017
Q3 		$2.23M Sell
36,731
-432
-1% -$24.2K 0.01% 429
2017
Q2 		$1.98M Sell
37,163
-190
-0.5% -$10.2K 0.01% 440
2017
Q1 		$1.97M Sell
37,353
-685
-2% -$36.7K 0.01% 432
2016
Q4 		$2.07M Buy
38,038
+10,856
+40% +$559K 0.01% 397
2016
Q3 		$1.36M Sell
27,182
-2,057
-7% -$105K 0.01% 488
2016
Q2 		$1.61M Buy
29,239
+6,823
+30% +$347K 0.01% 389
2016
Q1 		$1.09M Sell
22,416
-2,488
-10% -$111K 0.01% 476
2015
Q4 		$1.14M Sell
24,904
-3,557
-12% -$179K 0.01% 466
2015
Q3 		$1.35M Sell
28,461
-2,022
-7% -$108K 0.01% 394
2015
Q2 		$1.74M Buy
30,483
+694
+2% +$42.2K 0.02% 328
2015
Q1 		$1.78M Buy
29,789
+2,647
+10% +$168K 0.02% 309
2014
Q4 		$1.82M Sell
27,142
-5,798
-18% -$401K 0.02% 294
2014
Q3 		$2.51M Buy
32,940
+4,909
+18% +$394K 0.03% 206
2014
Q2 		$2.31M Buy
28,031
+269
+1% +$21K 0.03% 201
2014
Q1 		$2.03M Sell
27,762
-138
-0.5% -$9.86K 0.03% 198
2013
Q4 		$1.99M Sell
27,900
-4,121
-13% -$277K 0.03% 184
2013
Q3 		$2.1M Buy
32,021
+5,930
+23% +$388K 0.04% 140
2013
Q2 		$1.67M Buy
+26,091
New +$1.73M 0.04% 158

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

Creative Planning's RDS.A Position: Q1 2022 in Review

Creative Planning sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 79,597 shares — an estimated $3.46M sold.

Creative Planning first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $5.4M in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Creative Planning reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Creative Planning sold 79,597 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $3.46M.
  • Creative Planning first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • Creative Planning's Royal Dutch Shell PLC ADS Class A position peaked at $5.4M in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.