IDBONY
RDS.A

Israel Discount Bank of New York’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Israel Discount Bank of New York’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
-19,409
Closed -$842K – 89
2021
Q4 		$842K Hold
19,409
– – 0.52% 42
2021
Q3 		$865K Buy
+19,409
New +$783K 0.58% 38
2021
Q1 		$761K Hold
19,409
– – 0.59% 40
2020
Q4 		$682K Hold
19,409
– – 0.5% 48
2020
Q3 		$489K Hold
19,409
– – 0.32% 68
2020
Q2 		$634K Sell
19,409
-805
-4% -$27.6K 0.43% 61
2020
Q1 		$705K Sell
20,214
-133
-0.7% -$6.21K 0.54% 51
2019
Q4 		$1.2M Sell
20,347
-262
-1% -$15.3K 0.79% 33
2019
Q3 		$1.21M Buy
20,609
+130
+0.6% +$7.72K 0.89% 28
2019
Q2 		$1.33M Buy
20,479
+120
+0.6% +$7.67K 1.01% 22
2019
Q1 		$1.27M Hold
20,359
– – 0.87% 20
2018
Q4 		$1.19M Hold
20,359
– – 0.91% 20
2018
Q3 		$1.39M Sell
20,359
-50
-0.2% -$3.34K 0.91% 18
2018
Q2 		$1.41M Hold
20,409
– – 0.93% 16
2018
Q1 		$1.3M Hold
20,409
– – 0.87% 18
2017
Q4 		$1.36M Sell
20,409
-575
-3% -$36.2K 0.94% 19
2017
Q3 		$1.27M Sell
20,984
-25
-0.1% -$1.4K 0.95% 19
2017
Q2 		$1.12M Buy
21,009
+404
+2% +$21.5K 0.9% 22
2017
Q1 		$1.07M Sell
20,605
-370
-2% -$19.3K 0.87% 23
2016
Q4 		$1.1M Buy
+20,975
New +$1.04M 1% 21

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

Israel Discount Bank of New York's RDS.A Position: Q1 2022 in Review

Israel Discount Bank of New York sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 19,409 shares — an estimated $842K sold.

Israel Discount Bank of New York first reported a position in RDS.A in Q4 2016 and held it in 20 quarters. The position peaked at $1.41M in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Israel Discount Bank of New York reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Israel Discount Bank of New York sold 19,409 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $842K.
  • Israel Discount Bank of New York first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 20 quarters.
  • Israel Discount Bank of New York's Royal Dutch Shell PLC ADS Class A position peaked at $1.41M in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Israel Discount Bank of New York's 13F filing for Q1 2022, filed 8 Apr 2022.