SIC
RDS.A

Samalin Investment Counsel’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Samalin Investment Counsel’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
-10,000
Closed -$434K – 273
2021
Q4 		$434K Hold
10,000
– – 0.26% 116
2021
Q3 		$446K Hold
10,000
– – 0.29% 109
2021
Q2 		$404K Sell
10,000
-18
-0.2% -$716 0.26% 127
2021
Q1 		$392K Hold
10,018
– – 0.26% 121
2020
Q4 		$352K Buy
+10,018
New +$313K 0.26% 129
2020
Q1 		– Sell
-162
Closed -$9K – 547
2019
Q4 		$9K Buy
+162
New +$9.46K 0.01% 446

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 $225M AUM 21.53% 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

Samalin Investment Counsel's RDS.A Position: Q1 2022 in Review

Samalin Investment Counsel sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 10,000 shares — an estimated $434K sold.

Samalin Investment Counsel first reported a position in RDS.A in Q4 2019 and held it in 6 quarters. The position peaked at $446K in Q3 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Samalin Investment Counsel reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Samalin Investment Counsel sold 10,000 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $434K.
  • Samalin Investment Counsel first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2019 and held it in 6 quarters.
  • Samalin Investment Counsel's Royal Dutch Shell PLC ADS Class A position peaked at $446K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Samalin Investment Counsel's 13F filing for Q1 2022, filed 16 May 2022.