SIAP
RDS.A

Sterling Investment Advisors (Pennsylvania)’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-200
Closed -$9K – 639
2021
Q4 		$9K Hold
200
– – ﹤0.01% 454
2021
Q3 		$9K Hold
200
– – ﹤0.01% 447
2021
Q2 		$8K Hold
200
– – ﹤0.01% 441
2021
Q1 		$8K Hold
200
– – ﹤0.01% 426
2020
Q4 		$7K Sell
200
-700
-78% -$21.9K ﹤0.01% 394
2020
Q3 		$23K Hold
900
– – 0.01% 282
2020
Q2 		$29K Hold
900
– – 0.01% 261
2020
Q1 		$31K Hold
900
– – 0.02% 231
2019
Q4 		$53K Hold
900
– – 0.02% 202
2019
Q3 		$53K Hold
900
– – 0.03% 202
2019
Q2 		$59K Sell
900
-140
-13% -$8.95K 0.03% 190
2019
Q1 		$65K Hold
1,040
– – 0.03% 186
2018
Q4 		$60K Hold
1,040
– – 0.04% 180
2018
Q3 		$71K Hold
1,040
– – 0.04% 190
2018
Q2 		$71K Hold
1,040
– – 0.04% 169
2018
Q1 		$66K Hold
1,040
– – 0.04% 169
2017
Q4 		$69K Hold
1,040
– – 0.04% 162
2017
Q3 		$63K Sell
1,040
-41
-4% -$2.29K 0.04% 161
2017
Q2 		$57K Buy
1,081
+23
+2% +$1.22K 0.04% 172
2017
Q1 		$55K Sell
1,058
-19
-2% -$991 0.04% 171
2016
Q4 		$57K Buy
+1,077
New +$53.6K 0.05% 149

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 $363M AUM 65.91% 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

Sterling Investment Advisors (Pennsylvania)'s RDS.A Position: Q1 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 200 shares — an estimated $9K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in RDS.A in Q4 2016 and held it in 21 quarters. The position peaked at $71K in Q3 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 200 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $9K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2016 and held it in 21 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Royal Dutch Shell PLC ADS Class A position peaked at $71K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2022, filed 3 May 2022.