Jones Financial Companies’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Jones Financial Companies’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	-80	Closed	-$3K	–	876
2021 Q4	$3K	Buy	+80	New	+$3.61K	﹤0.01%	711
2021 Q2	–	Sell	-37	Closed	-$1K	–	814
2021 Q1	$1K	Hold	37	–	–	﹤0.01%	777
2020 Q4	$1K	Buy	+37	New	+$1.1K	﹤0.01%	673
2013 Q4	–	Sell	-1,451	Closed	-$100K	–	580
2013 Q3	$100K	Hold	1,451	–	–	﹤0.01%	244
2013 Q2	$96K	Buy	+1,451	New	+$99.1K	﹤0.01%	264

Other funds holding RDS.B

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

Jones Financial Companies's RDS.B Position: Q1 2022 in Review

Jones Financial Companies sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 80 shares — an estimated $3K sold.

Jones Financial Companies first reported a position in RDS.B in Q2 2013 and held it in 5 quarters. The position peaked at $100K in Q3 2013. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Jones Financial Companies reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Jones Financial Companies sold 80 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $3K.
Jones Financial Companies first reported a position in Royal Dutch Shell PLC ADS Class B in Q2 2013 and held it in 5 quarters.
Jones Financial Companies's Royal Dutch Shell PLC ADS Class B position peaked at $100K in Q3 2013.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Jones Financial Companies's 13F filing for Q1 2022, filed 2 May 2022.