FEG
RDS.A

Financial Enhancement Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Financial Enhancement 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
-35
Closed -$2K – 357
2021
Q4 		$2K Hold
35
– – ﹤0.01% 248
2021
Q3 		$2K Hold
35
– – ﹤0.01% 255
2021
Q2 		$1K Hold
35
– – ﹤0.01% 269
2021
Q1 		$1K Hold
35
– – ﹤0.01% 264
2020
Q4 		$1K Sell
35
-51
-59% -$1.59K ﹤0.01% 276
2020
Q3 		$2K Hold
86
– – ﹤0.01% 230
2020
Q2 		$3K Buy
86
+35
+69% +$1.2K ﹤0.01% 210
2020
Q1 		$2K Hold
51
– – ﹤0.01% 255
2019
Q4 		$3K Hold
51
– – ﹤0.01% 238
2019
Q3 		$3K Sell
51
-428
-89% -$25.4K ﹤0.01% 250
2019
Q2 		$31K Buy
479
+428
+839% +$27.4K 0.01% 141
2019
Q1 		$3K Buy
+51
New +$3.15K ﹤0.01% 264

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 $231M AUM 61.68% 1-Year Est. Return

Financial Enhancement Group's RDS.A Position: Q1 2022 in Review

Financial Enhancement Group sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 35 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in RDS.A in Q1 2019 and held it in 12 quarters. The position peaked at $31K in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Financial Enhancement Group reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 35 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $2K.
  • Financial Enhancement Group first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2019 and held it in 12 quarters.
  • Financial Enhancement Group's Royal Dutch Shell PLC ADS Class A position peaked at $31K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.