PMFA
RDS.B

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

Plante Moran 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
-300
Closed -$13K – 1061
2021
Q4 		$13K Buy
+300
New +$13.5K ﹤0.01% 652
2021
Q3 		– Sell
-21
Closed -$1K – 1046
2021
Q2 		$1K Hold
21
– – ﹤0.01% 933
2021
Q1 		$1K Sell
21
-1,200
-98% -$45.8K ﹤0.01% 987
2020
Q4 		$41K Buy
+1,221
New +$36.3K 0.01% 396
2020
Q2 		– Sell
-478
Closed -$16K – 884
2020
Q1 		$16K Buy
478
+210
+78% +$9.84K 0.01% 431
2019
Q4 		$16K Sell
268
-123
-31% -$7.24K 0.01% 497
2019
Q3 		$23K Buy
391
+123
+46% +$7.34K 0.01% 472
2019
Q2 		$18K Hold
268
– – 0.01% 494
2019
Q1 		$17K Sell
268
-32
-11% -$2.02K 0.01% 502
2018
Q4 		$18K Sell
300
-53
-15% -$3.38K 0.01% 444
2018
Q3 		$25K Sell
353
-415
-54% -$28.7K 0.01% 412
2018
Q2 		$56K Sell
768
-1,201
-61% -$86.4K 0.03% 306
2018
Q1 		$129K Buy
1,969
+379
+24% +$25.5K 0.07% 201
2017
Q4 		$109K Buy
1,590
+482
+44% +$31.2K 0.06% 207
2017
Q3 		$69K Hold
1,108
– – 0.04% 251
2017
Q2 		$60K Sell
1,108
-404
-27% -$22.5K 0.04% 275
2017
Q1 		$84K Sell
1,512
-79
-5% -$4.48K 0.05% 236
2016
Q4 		$92K Buy
1,591
+19
+1% +$1.04K 0.06% 229
2016
Q3 		$83K Buy
1,572
+1,525
+3,245% +$81.6K 0.06% 233
2016
Q2 		$3K Hold
47
– – ﹤0.01% 761
2016
Q1 		$2K Sell
47
-438
-90% -$19.7K ﹤0.01% 770
2015
Q4 		$22K Buy
485
+385
+385% +$19.5K 0.02% 438
2015
Q3 		$5K Hold
100
– – ﹤0.01% 594
2015
Q2 		$6K Hold
100
– – ﹤0.01% 606
2015
Q1 		$6K Sell
100
-28
-22% -$1.85K ﹤0.01% 596
2014
Q4 		$9K Buy
128
+28
+28% +$2.02K 0.01% 569
2014
Q3 		$8K Sell
100
-13
-12% -$1.1K 0.01% 595
2014
Q2 		$10K Buy
+113
New +$9.39K 0.01% 550
2014
Q1 		– Sell
-2,140
Closed -$161K – 718
2013
Q4 		$161K Buy
2,140
+1,340
+168% +$94.3K 0.09% 104
2013
Q3 		$55K Buy
+800
New +$54.6K 0.03% 181

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

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

Plante Moran Financial Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 300 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in RDS.B in Q3 2013 and held it in 30 quarters. The position peaked at $161K in Q4 2013. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 300 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2013 and held it in 30 quarters.
  • Plante Moran Financial Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $161K in Q4 2013.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

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