Obermeyer Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Obermeyer Wealth Partners’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
2021 Q4	–	Sell	-5,225	Closed	-$233K	–	240
2021 Q3	$233K	Hold	5,225	–	–	0.01%	189
2021 Q2	$211K	Hold	5,225	–	–	0.01%	203
2021 Q1	$205K	Buy	+5,225	New	+$210K	0.01%	193
2020 Q1	–	Sell	-5,725	Closed	-$338K	–	145
2019 Q4	$338K	Hold	5,725	–	–	0.03%	97
2019 Q3	$337K	Hold	5,725	–	–	0.03%	95
2019 Q2	$373K	Hold	5,725	–	–	0.03%	89
2019 Q1	$358K	Sell	5,725 -675	-11%	-$41.7K	0.03%	90
2018 Q4	$373K	Hold	6,400	–	–	0.04%	84
2018 Q3	$436K	Buy	6,400 +175	+3%	+$11.7K	0.04%	82
2018 Q2	$431K	Hold	6,225	–	–	0.04%	78
2018 Q1	$332K	Hold	6,225	–	–	0.03%	85
2017 Q4	$415K	Hold	6,225	–	–	0.04%	87
2017 Q3	$377K	Sell	6,225 -1,012	-14%	-$56.6K	0.03%	85
2017 Q2	$385K	Buy	7,237 +382	+6%	+$20.5K	0.03%	88
2017 Q1	$361K	Sell	6,855 -22	-0.3%	-$1.18K	0.03%	95
2016 Q4	$374K	Hold	6,877	–	–	0.04%	95
2016 Q3	$344K	Hold	6,877	–	–	0.03%	95
2016 Q2	$380K	Hold	6,877	–	–	0.04%	87
2016 Q1	$333K	Hold	6,877	–	–	0.03%	94
2015 Q4	$315K	Hold	6,877	–	–	0.03%	96
2015 Q3	$326K	Buy	6,877 +630	+10%	+$33.8K	0.03%	89
2015 Q2	$356K	Hold	6,247	–	–	0.03%	100
2015 Q1	$373K	Sell	6,247 -5,100	-45%	-$323K	0.03%	104
2014 Q4	$760K	Sell	11,347 -253,333	-96%	-$17.5M	0.07%	79
2014 Q3	$11M	Buy	264,680 +2,585	+1%	+$208K	2.71%	21
2014 Q2	$10.9M	Buy	+262,095	New	+$20.5M	2.65%	24
2013 Q4	–	Sell	-125,096	Closed	-$10.7M	–	65
2013 Q3	$10.7M	Buy	125,096 +105,334	+533%	+$6.89M	2.99%	19
2013 Q2	$10.8M	Buy	+19,762	New	+$1.31M	2.99%	15

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Obermeyer Wealth Partners's RDS.A Position: Q4 2021 in Review

Obermeyer Wealth Partners sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2021, closing a stake of 5,225 shares — an estimated $233K sold.

Obermeyer Wealth Partners first reported a position in RDS.A in Q2 2013 and held it in 28 quarters. The position peaked at $11M in Q3 2014. 771 funds tracked by Wall St. Rank hold RDS.A as of Q4 2021.

Obermeyer Wealth Partners reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2021 after selling out during the quarter.
Obermeyer Wealth Partners sold 5,225 Royal Dutch Shell PLC ADS Class A shares in Q4 2021, an estimated $233K.
Obermeyer Wealth Partners first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 28 quarters.
Obermeyer Wealth Partners's Royal Dutch Shell PLC ADS Class A position peaked at $11M in Q3 2014.
771 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2021.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2021, filed 31 Jan 2022.