PMFA
RDS.A

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

Plante Moran 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
-290
Closed -$13K – 1060
2021
Q4 		$13K Hold
290
– – ﹤0.01% 651
2021
Q3 		$13K Hold
290
– – ﹤0.01% 653
2021
Q2 		$12K Hold
290
– – ﹤0.01% 660
2021
Q1 		$11K Hold
290
– – ﹤0.01% 640
2020
Q4 		$10K Hold
290
– – ﹤0.01% 634
2020
Q3 		$7K Hold
290
– – ﹤0.01% 658
2020
Q2 		$9K Hold
290
– – ﹤0.01% 541
2020
Q1 		$10K Sell
290
-548
-65% -$25.6K ﹤0.01% 507
2019
Q4 		$49K Sell
838
-131
-14% -$7.65K 0.02% 329
2019
Q3 		$57K Hold
969
– – 0.02% 328
2019
Q2 		$63K Sell
969
-182
-16% -$11.6K 0.02% 293
2019
Q1 		$72K Buy
1,151
+443
+63% +$27.4K 0.02% 266
2018
Q4 		$41K Buy
708
+47
+7% +$2.92K 0.01% 329
2018
Q3 		$45K Sell
661
-299
-31% -$20K 0.01% 325
2018
Q2 		$66K Buy
960
+3
+0.3% +$208 0.03% 281
2018
Q1 		$61K Buy
957
+126
+15% +$8.3K 0.03% 309
2017
Q4 		$55K Sell
831
-196
-19% -$12.4K 0.03% 331
2017
Q3 		$62K Buy
1,027
+214
+26% +$12K 0.04% 266
2017
Q2 		$43K Buy
813
+4
+0.5% +$214 0.03% 350
2017
Q1 		$43K Sell
809
-484
-37% -$25.9K 0.03% 349
2016
Q4 		$70K Buy
1,293
+80
+7% +$4.12K 0.04% 272
2016
Q3 		$61K Sell
1,213
-371
-23% -$18.9K 0.04% 277
2016
Q2 		$87K Buy
1,584
+62
+4% +$3.15K 0.06% 205
2016
Q1 		$74K Buy
1,522
+80
+6% +$3.58K 0.06% 210
2015
Q4 		$66K Sell
1,442
-134
-9% -$6.73K 0.05% 236
2015
Q3 		$75K Buy
1,576
+504
+47% +$27K 0.06% 218
2015
Q2 		$61K Buy
1,072
+424
+65% +$25.8K 0.04% 262
2015
Q1 		$39K Hold
648
– – 0.03% 318
2014
Q4 		$43K Sell
648
-22
-3% -$1.52K 0.03% 301
2014
Q3 		$51K Hold
670
– – 0.04% 256
2014
Q2 		$55K Buy
670
+22
+3% +$1.72K 0.05% 222
2014
Q1 		$47K Hold
648
– – 0.05% 177
2013
Q4 		$46K Hold
648
– – 0.03% 253
2013
Q3 		$43K Hold
648
– – 0.03% 206
2013
Q2 		$41K Buy
+648
New +$42.9K 0.03% 183

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

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

Plante Moran Financial Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 290 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $87K in Q2 2016. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 290 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • Plante Moran Financial Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $87K in Q2 2016.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.