EIM
RDS.A

Essex Investment Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Essex Investment Management’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
-1,054
Closed -$46K – 427
2021
Q4 		$46K Hold
1,054
– – 0.01% 338
2021
Q3 		$47K Hold
1,054
– – 0.01% 350
2021
Q2 		$43K Hold
1,054
– – 0.01% 354
2021
Q1 		$41K Hold
1,054
– – 0.01% 378
2020
Q4 		$37K Hold
1,054
– – ﹤0.01% 400
2020
Q3 		$27K Hold
1,054
– – ﹤0.01% 404
2020
Q2 		$34K Hold
1,054
– – 0.01% 357
2020
Q1 		$37K Sell
1,054
-1,645
-61% -$76.8K 0.01% 341
2019
Q4 		$159K Hold
2,699
– – 0.02% 373
2019
Q3 		$159K Hold
2,699
– – 0.02% 365
2019
Q2 		$176K Hold
2,699
– – 0.02% 364
2019
Q1 		$169K Hold
2,699
– – 0.03% 356
2018
Q4 		$157K Buy
+2,699
New +$167K 0.02% 354
2015
Q3 		– Sell
-4,164
Closed -$225K – 342
2015
Q2 		$225K Sell
4,164
-63
-1% -$3.61K 0.03% 291
2015
Q1 		$235K Sell
4,227
-77
-2% -$4.56K 0.03% 294
2014
Q4 		$269K Hold
4,304
– – 0.04% 291
2014
Q3 		$306K Buy
4,304
+149
+4% +$11.2K 0.05% 290
2014
Q2 		$320K Sell
4,155
-22
-0.5% -$1.61K 0.05% 293
2014
Q1 		$285K Hold
4,177
– – 0.04% 301
2013
Q4 		$278K Sell
4,177
-71
-2% -$4.46K 0.04% 323
2013
Q3 		$261K Hold
4,248
– – 0.04% 314
2013
Q2 		$253K Buy
+4,248
New +$263K 0.04% 294

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 $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 $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

Essex Investment Management's RDS.A Position: Q1 2022 in Review

Essex Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 1,054 shares — an estimated $46K sold.

Essex Investment Management first reported a position in RDS.A in Q2 2013 and held it in 22 quarters. The position peaked at $320K in Q2 2014. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Essex Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Essex Investment Management sold 1,054 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $46K.
  • Essex Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 22 quarters.
  • Essex Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $320K in Q2 2014.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Essex Investment Management's 13F filing for Q1 2022, filed 9 May 2022.