POIA
RDS.A

Pin Oak Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Pin Oak Investment 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
-5,531
Closed -$240K – 449
2021
Q4 		$240K Sell
5,531
-28,278
-84% -$1.28M 0.24% 70
2021
Q3 		$1.51M Sell
33,809
-6,475
-16% -$261K 1.66% 18
2021
Q2 		$1.63M Sell
40,284
-2,275
-5% -$90.5K 1.66% 18
2021
Q1 		$1.67M Sell
42,559
-1,600
-4% -$64.4K 1.42% 25
2020
Q4 		$1.55M Sell
44,159
-490
-1% -$15.3K 1.28% 25
2020
Q3 		$1.12M Buy
44,649
+525
+1% +$15.9K 1.08% 34
2020
Q2 		$1.44M Buy
44,124
+3,642
+9% +$125K 1.34% 28
2020
Q1 		$1.41M Buy
40,482
+32,719
+421% +$1.53M 1.48% 22
2019
Q4 		$458K Sell
7,763
-1,050
-12% -$61.3K 0.37% 56
2019
Q3 		$519K Hold
8,813
– – 0.43% 57
2019
Q2 		$573K Sell
8,813
-17,628
-67% -$1.13M 0.45% 59
2019
Q1 		$1.66M Sell
26,441
-275
-1% -$17K 1.33% 22
2018
Q4 		$1.56M Buy
26,716
+4,525
+20% +$281K 1.38% 22
2018
Q3 		$1.51M Sell
22,191
-2,275
-9% -$152K 1.14% 34
2018
Q2 		$1.69M Sell
24,466
-1,600
-6% -$111K 1.24% 30
2018
Q1 		$1.66M Sell
26,066
-880
-3% -$58K 1.35% 28
2017
Q4 		$1.8M Buy
+26,946
New +$1.7M 1.38% 26

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 $238M AUM 26.75% 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

Pin Oak Investment Advisors's RDS.A Position: Q1 2022 in Review

Pin Oak Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 5,531 shares — an estimated $240K sold.

Pin Oak Investment Advisors first reported a position in RDS.A in Q4 2017 and held it in 17 quarters. The position peaked at $1.8M in Q4 2017. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Pin Oak Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 5,531 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $240K.
  • Pin Oak Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2017 and held it in 17 quarters.
  • Pin Oak Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $1.8M in Q4 2017.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.