TF
RDS.A

Tompkins Financial’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Tompkins Financial’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
-3,030
Closed -$132K – 615
2021
Q4 		$132K Hold
3,030
– – 0.02% 163
2021
Q3 		$135K Buy
+3,030
New +$122K 0.02% 159
2021
Q1 		$119K Hold
3,030
– – 0.02% 173
2020
Q4 		$106K Sell
3,030
-300
-9% -$9.37K 0.02% 166
2020
Q3 		$84K Sell
3,330
-627
-16% -$19K 0.02% 200
2020
Q2 		$129K Buy
3,957
+627
+19% +$21.5K 0.03% 168
2020
Q1 		$116K Hold
3,330
– – 0.03% 169
2019
Q4 		$196K Buy
3,330
+300
+10% +$17.5K 0.04% 163
2019
Q3 		$178K Hold
3,030
– – 0.04% 155
2019
Q2 		$197K Hold
3,030
– – 0.04% 155
2019
Q1 		$190K Hold
3,030
– – 0.04% 158
2018
Q4 		$177K Hold
3,030
– – 0.04% 162
2018
Q3 		$206K Hold
3,030
– – 0.04% 167
2018
Q2 		$210K Hold
3,030
– – 0.05% 165
2018
Q1 		$193K Hold
3,030
– – 0.04% 169
2017
Q4 		$202K Hold
3,030
– – 0.05% 160
2017
Q3 		$184K Hold
3,030
– – 0.04% 163
2017
Q2 		$161K Hold
3,030
– – 0.04% 165
2017
Q1 		$160K Hold
3,030
– – 0.04% 162
2016
Q4 		$165K Hold
3,030
– – 0.04% 151
2016
Q3 		$152K Sell
3,030
-60
-2% -$3.06K 0.04% 150
2016
Q2 		$171K Sell
3,090
-55
-2% -$2.8K 0.05% 163
2016
Q1 		$152K Hold
3,145
– – 0.05% 165
2015
Q4 		$144K Hold
3,145
– – 0.05% 178
2015
Q3 		$149K Hold
3,145
– – 0.05% 170
2015
Q2 		$179K Sell
3,145
-85
-3% -$5.17K 0.05% 167
2015
Q1 		$193K Sell
3,230
-250
-7% -$15.9K 0.05% 163
2014
Q4 		$233K Sell
3,480
-10
-0.3% -$692 0.06% 154
2014
Q3 		$266K Sell
3,490
-1,600
-31% -$128K 0.07% 145
2014
Q2 		$419K Buy
5,090
+1,685
+49% +$132K 0.1% 124
2014
Q1 		$249K Hold
3,405
– – 0.06% 146
2013
Q4 		$243K Sell
3,405
-31
-0.9% -$2.08K 0.06% 146
2013
Q3 		$226K Buy
3,436
+31
+0.9% +$2.03K 0.06% 145
2013
Q2 		$217K Buy
+3,405
New +$225K 0.07% 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 $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 $205M AUM 41.7% 1-Year Est. Return

Tompkins Financial's RDS.A Position: Q1 2022 in Review

Tompkins Financial sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 3,030 shares — an estimated $132K sold.

Tompkins Financial first reported a position in RDS.A in Q2 2013 and held it in 34 quarters. The position peaked at $419K in Q2 2014. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Tompkins Financial reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Tompkins Financial sold 3,030 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $132K.
  • Tompkins Financial first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 34 quarters.
  • Tompkins Financial's Royal Dutch Shell PLC ADS Class A position peaked at $419K in Q2 2014.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Tompkins Financial's 13F filing for Q1 2022, filed 12 May 2022.