SBIA
RDS.A

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

Sheaff Brock 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
-4,715
Closed -$205K – 581
2021
Q4 		$205K Buy
4,715
+14
+0.3% +$632 0.01% 484
2021
Q3 		$210K Buy
+4,701
New +$190K 0.02% 480
2021
Q2 		– Sell
-8,975
Closed -$352K – 547
2021
Q1 		$352K Buy
8,975
+9
+0.1% +$362 0.03% 317
2020
Q4 		$315K Buy
8,966
+121
+1% +$3.78K 0.03% 322
2020
Q3 		$223K Sell
8,845
-1,325
-13% -$40.1K 0.02% 369
2020
Q2 		$332K Sell
10,170
-1,093
-10% -$37.5K 0.03% 284
2020
Q1 		$393K Sell
11,263
-489
-4% -$22.8K 0.05% 219
2019
Q4 		$693K Sell
11,752
-464
-4% -$27.1K 0.07% 198
2019
Q3 		$719K Sell
12,216
-158
-1% -$9.38K 0.08% 187
2019
Q2 		$805K Buy
12,374
+50
+0.4% +$3.2K 0.09% 169
2019
Q1 		$771K Buy
12,324
+545
+5% +$33.7K 0.09% 185
2018
Q4 		$686K Sell
11,779
-730
-6% -$45.3K 0.11% 176
2018
Q3 		$852K Sell
12,509
-450
-3% -$30.1K 0.08% 184
2018
Q2 		$897K Buy
12,959
+24
+0.2% +$1.66K 0.09% 179
2018
Q1 		$825K Buy
12,935
+24
+0.2% +$1.58K 0.09% 178
2017
Q4 		$861K Sell
12,911
-825
-6% -$52K 0.11% 177
2017
Q3 		$832K Sell
13,736
-423
-3% -$23.7K 0.11% 185
2017
Q2 		$753K Sell
14,159
-451
-3% -$24.2K 0.1% 213
2017
Q1 		$770K Buy
14,610
+279
+2% +$14.9K 0.1% 203
2016
Q4 		$779K Buy
14,331
+2,362
+20% +$122K 0.1% 214
2016
Q3 		$599K Sell
11,969
-1,285
-10% -$65.6K 0.08% 248
2016
Q2 		$732K Buy
13,254
+38
+0.3% +$1.93K 0.09% 217
2016
Q1 		$640K Buy
13,216
+600
+5% +$26.8K 0.08% 241
2015
Q4 		$578K Buy
+12,616
New +$633K 0.07% 289

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

Sheaff Brock Investment Advisors's RDS.A Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 4,715 shares — an estimated $205K sold.

Sheaff Brock Investment Advisors first reported a position in RDS.A in Q4 2015 and held it in 24 quarters. The position peaked at $897K in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Sheaff Brock Investment Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,715 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $205K.
  • Sheaff Brock Investment Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2015 and held it in 24 quarters.
  • Sheaff Brock Investment Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $897K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.