HFM
RDS.A

Hartford Financial Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Hartford Financial 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
-250
Closed -$11K – 390
2021
Q4 		$11K Hold
250
– – ﹤0.01% 291
2021
Q3 		$11K Hold
250
– – ﹤0.01% 294
2021
Q2 		$10K Hold
250
– – ﹤0.01% 298
2021
Q1 		$10K Hold
250
– – ﹤0.01% 307
2020
Q4 		$9K Hold
250
– – ﹤0.01% 295
2020
Q3 		$6K Hold
250
– – ﹤0.01% 286
2020
Q2 		$8K Sell
250
-1,400
-85% -$48K ﹤0.01% 278
2020
Q1 		$58K Sell
1,650
-2,394
-59% -$112K 0.02% 178
2019
Q4 		$239K Hold
4,044
– – 0.07% 143
2019
Q3 		$238K Hold
4,044
– – 0.08% 140
2019
Q2 		$263K Sell
4,044
-1,281
-24% -$81.9K 0.09% 137
2019
Q1 		$333K Sell
5,325
-471
-8% -$29.1K 0.11% 125
2018
Q4 		$338K Sell
5,796
-500
-8% -$31K 0.13% 126
2018
Q3 		$429K Sell
6,296
-39
-0.6% -$2.6K 0.15% 123
2018
Q2 		$439K Buy
+6,335
New +$439K 0.16% 122
2018
Q1 		– Sell
-6,935
Closed -$462K – 365
2017
Q4 		$462K Buy
+6,935
New +$437K 0.23% 87
2017
Q3 		– Sell
-6,935
Closed -$368K – 400
2017
Q2 		$368K Buy
+6,935
New +$371K 0.17% 102
2017
Q1 		– Sell
-6,785
Closed -$369K – 368
2016
Q4 		$369K Buy
+6,785
New +$349K 0.22% 83
2015
Q3 		– Sell
-9,450
Closed -$538K – 273
2015
Q2 		$538K Buy
+9,450
New +$575K 0.31% 76
2014
Q2 		– Sell
-7,116
Closed -$519K – 297
2014
Q1 		$519K Buy
+7,116
New +$509K 0.34% 77

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 $238M AUM 26.75% 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

Hartford Financial Management's RDS.A Position: Q1 2022 in Review

Hartford Financial Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 250 shares — an estimated $11K sold.

Hartford Financial Management first reported a position in RDS.A in Q1 2014 and held it in 20 quarters. The position peaked at $538K in Q2 2015. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Hartford Financial Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Hartford Financial Management sold 250 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $11K.
  • Hartford Financial Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2014 and held it in 20 quarters.
  • Hartford Financial Management's Royal Dutch Shell PLC ADS Class A position peaked at $538K in Q2 2015.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Hartford Financial Management's 13F filing for Q1 2022, filed 5 May 2022.