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

Regal 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
2021 Q4	–	Sell	-5,467	Closed	-$244K	–	566
2021 Q3	$244K	Buy	5,467 +80	+1%	+$3.23K	0.02%	467
2021 Q2	$218K	Buy	+5,387	New	+$214K	0.02%	499
2020 Q1	–	Sell	-5,738	Closed	-$338K	–	337
2019 Q4	$338K	Buy	+5,738	New	+$335K	0.06%	249
2015 Q4	–	Sell	-15	Closed	–	–	941
2015 Q3	$0	Hold	15	–	–	﹤0.01%	1130
2015 Q2	$0	Hold	15	–	–	﹤0.01%	1041
2015 Q1	$1K	Hold	15	–	–	﹤0.01%	956
2014 Q4	$1K	Sell	15 -1,371	-99%	-$94.8K	﹤0.01%	898
2014 Q3	$106K	Sell	1,386 -55	-4%	-$4.42K	0.03%	296
2014 Q2	$119K	Sell	1,441 -35	-2%	-$2.74K	0.04%	258
2014 Q1	$108K	Sell	1,476 -29	-2%	-$2.07K	0.05%	255
2013 Q4	$107K	Sell	1,505 -29	-2%	-$1.95K	0.06%	201
2013 Q3	$101K	Buy	1,534 +157	+11%	+$10.3K	0.06%	236
2013 Q2	$88K	Buy	+1,377	New	+$91.2K	0.05%	244

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

Regal Investment Advisors's RDS.A Position: Q4 2021 in Review

Regal Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2021, closing a stake of 5,467 shares — an estimated $244K sold.

Regal Investment Advisors first reported a position in RDS.A in Q2 2013 and held it in 13 quarters. The position peaked at $338K in Q4 2019. 771 funds tracked by Wall St. Rank hold RDS.A as of Q4 2021.

Regal Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2021 after selling out during the quarter.
Regal Investment Advisors sold 5,467 Royal Dutch Shell PLC ADS Class A shares in Q4 2021, an estimated $244K.
Regal Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 13 quarters.
Regal Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $338K in Q4 2019.
771 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.