Creative Planning
RDS.B

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

Creative Planning’s Portfolio RDS.B Stock Details RDS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-38,564
Closed -$1.67M – 2483
2021
Q4 		$1.67M Buy
38,564
+10
+0% +$451 ﹤0.01% 745
2021
Q3 		$1.71M Buy
38,554
+13,198
+52% +$523K ﹤0.01% 731
2021
Q2 		$985K Sell
25,356
-13,967
-36% -$526K ﹤0.01% 937
2021
Q1 		$1.45M Sell
39,323
-5,882
-13% -$225K ﹤0.01% 854
2020
Q4 		$1.52M Sell
45,205
-49,583
-52% -$1.48M ﹤0.01% 773
2020
Q3 		$2.3M Buy
94,788
+12,702
+15% +$364K 0.01% 514
2020
Q2 		$2.5M Buy
82,086
+55,362
+207% +$1.81M 0.01% 431
2020
Q1 		$873K Sell
26,724
-148
-0.6% -$6.94K ﹤0.01% 701
2019
Q4 		$1.61M Buy
26,872
+2,103
+8% +$124K ﹤0.01% 588
2019
Q3 		$1.48M Buy
24,769
+1,563
+7% +$93.3K ﹤0.01% 590
2019
Q2 		$1.53M Sell
23,206
-3,481
-13% -$226K 0.01% 586
2019
Q1 		$1.71M Buy
26,687
+3,237
+14% +$205K 0.01% 518
2018
Q4 		$1.41M Sell
23,450
-5,259
-18% -$336K 0.01% 527
2018
Q3 		$2.04M Sell
28,709
-1,537
-5% -$106K 0.01% 479
2018
Q2 		$2.2M Sell
30,246
-905
-3% -$65.1K 0.01% 443
2018
Q1 		$2.04M Buy
31,151
+2,267
+8% +$153K 0.01% 458
2017
Q4 		$1.97M Buy
28,884
+48
+0.2% +$3.11K 0.01% 462
2017
Q3 		$1.8M Sell
28,836
-1,186
-4% -$68.1K 0.01% 496
2017
Q2 		$1.63M Sell
30,022
-478
-2% -$26.6K 0.01% 500
2017
Q1 		$1.7M Sell
30,500
-948
-3% -$53.8K 0.01% 476
2016
Q4 		$1.82M Buy
31,448
+8,388
+36% +$459K 0.01% 431
2016
Q3 		$1.22M Buy
23,060
+4,485
+24% +$240K 0.01% 530
2016
Q2 		$1.04M Buy
18,575
+17
+0.1% +$875 0.01% 510
2016
Q1 		$913K Sell
18,558
-365
-2% -$16.4K 0.01% 530
2015
Q4 		$871K Buy
18,923
+5,001
+36% +$253K 0.01% 547
2015
Q3 		$661K Sell
13,922
-2,575
-16% -$139K 0.01% 629
2015
Q2 		$946K Buy
16,497
+1,258
+8% +$77.8K 0.01% 486
2015
Q1 		$956K Buy
15,239
+1,625
+12% +$107K 0.01% 482
2014
Q4 		$947K Buy
13,614
+2,598
+24% +$187K 0.01% 467
2014
Q3 		$872K Buy
11,016
+2,985
+37% +$252K 0.01% 443
2014
Q2 		$699K Buy
8,031
+677
+9% +$56.3K 0.01% 514
2014
Q1 		$574K Buy
7,354
+1,794
+32% +$136K 0.01% 566
2013
Q4 		$418K Sell
5,560
-15
-0.3% -$1.06K 0.01% 569
2013
Q3 		$384K Sell
5,575
-901
-14% -$61.5K 0.01% 515
2013
Q2 		$429K Buy
+6,476
New +$442K 0.01% 443

Other funds holding RDS.B

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

Creative Planning sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 38,564 shares — an estimated $1.67M sold.

Creative Planning first reported a position in RDS.B in Q2 2013 and held it in 35 quarters. The position peaked at $2.5M in Q2 2020. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Creative Planning reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Creative Planning sold 38,564 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $1.67M.
  • Creative Planning first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 35 quarters.
  • Creative Planning's Royal Dutch Shell PLC ADS Class B position peaked at $2.5M in Q2 2020.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

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