JFA
RDS.B

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

JNBA Financial Advisors’s Portfolio RDS.B Stock Details RDS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-117
Closed -$7K – 881
2021
Q4 		$7K Buy
+117
New +$5.28K ﹤0.01% 570
2018
Q4 		– Sell
-346
Closed -$25K – 753
2018
Q3 		$25K Buy
+346
New +$24K 0.01% 297
2017
Q1 		– Sell
-40
Closed -$2K – 509
2016
Q4 		$2K Sell
40
-417
-91% -$22.8K ﹤0.01% 460
2016
Q3 		$24K Buy
457
+332
+266% +$17.8K ﹤0.01% 757
2016
Q2 		$7K Hold
125
– – ﹤0.01% 383
2016
Q1 		$6K Hold
125
– – ﹤0.01% 405
2015
Q4 		$6K Buy
125
+85
+213% +$4.3K ﹤0.01% 392
2015
Q3 		$2K Hold
40
– – ﹤0.01% 479
2015
Q2 		$2K Hold
40
– – ﹤0.01% 484
2015
Q1 		$3K Hold
40
– – ﹤0.01% 463
2014
Q4 		$3K Hold
40
– – ﹤0.01% 476
2014
Q3 		$3K Hold
40
– – ﹤0.01% 504
2014
Q2 		$3K Hold
40
– – ﹤0.01% 450
2014
Q1 		$3K Hold
40
– – ﹤0.01% 421
2013
Q4 		$3K Buy
+40
New +$2.81K ﹤0.01% 388

Other funds holding RDS.B

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 117 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in RDS.B in Q4 2013 and held it in 15 quarters. The position peaked at $25K in Q3 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • JNBA Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 117 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $7K.
  • JNBA Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2013 and held it in 15 quarters.
  • JNBA Financial Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $25K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

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