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
2019
Q2 		– Sell
-500
Closed -$1K – 2156
2019
Q1 		$1K Buy
+500
New +$31.6K ﹤0.01% 1976
2018
Q3 		– Sell
-500
Closed -$1K – 2202
2018
Q2 		$1K Hold
500
– – ﹤0.01% 2037
2018
Q1 		$2K Buy
+500
New +$33.6K ﹤0.01% 1999

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.