JFA
RDS.A

JNBA Financial Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

JNBA Financial Advisors’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
-407
Closed -$18K – 880
2021
Q4 		$18K Buy
407
+7
+2% +$316 ﹤0.01% 442
2021
Q3 		$18K Hold
400
– – ﹤0.01% 439
2021
Q2 		$16K Hold
400
– – ﹤0.01% 433
2021
Q1 		$16K Hold
400
– – ﹤0.01% 417
2020
Q4 		$14K Sell
400
-4,000
-91% -$125K ﹤0.01% 407
2020
Q3 		$111K Hold
4,400
– – 0.02% 190
2020
Q2 		$144K Hold
4,400
– – 0.03% 166
2020
Q1 		$154K Sell
4,400
-337
-7% -$15.7K 0.04% 158
2019
Q4 		$279K Buy
4,737
+337
+8% +$19.7K 0.05% 135
2019
Q3 		$259K Sell
4,400
-343
-7% -$20.4K 0.05% 130
2019
Q2 		$309K Buy
4,743
+343
+8% +$21.9K 0.06% 123
2019
Q1 		$275K Hold
4,400
– – 0.06% 124
2018
Q4 		$256K Buy
+4,400
New +$273K 0.06% 115
2018
Q3 		– Sell
-4,400
Closed -$305K – 746
2018
Q2 		$305K Hold
4,400
– – 0.06% 109
2018
Q1 		$281K Hold
4,400
– – 0.06% 108
2017
Q4 		$294K Hold
4,400
– – 0.06% 105
2017
Q3 		$267K Sell
4,400
-28
-0.6% -$1.57K 0.06% 100
2017
Q2 		$236K Hold
4,428
– – 0.05% 109
2017
Q1 		$233K Hold
4,428
– – 0.06% 107
2016
Q4 		$241K Sell
4,428
-1,556
-26% -$80.1K 0.06% 109
2016
Q3 		$300K Buy
5,984
+1,584
+36% +$80.8K 0.04% 166
2016
Q2 		$243K Buy
4,400
+4,000
+1,000% +$203K 0.07% 101
2016
Q1 		$19K Hold
400
– – 0.01% 292
2015
Q4 		$18K Buy
+400
New +$20.1K 0.01% 296

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

JNBA Financial Advisors's RDS.A Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 407 shares — an estimated $18K sold.

JNBA Financial Advisors first reported a position in RDS.A in Q4 2015 and held it in 24 quarters. The position peaked at $309K in Q2 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • JNBA Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 407 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $18K.
  • JNBA Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2015 and held it in 24 quarters.
  • JNBA Financial Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $309K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.