UCFA
RDS.A

United Capital Financial Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

United Capital Financial 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
-43,902
Closed -$1.91M – 1244
2021
Q4 		$1.91M Sell
43,902
-2,187
-5% -$98.7K 0.01% 548
2021
Q3 		$2.05M Buy
46,089
+4,012
+10% +$162K 0.01% 520
2021
Q2 		$1.7M Sell
42,077
-3,371
-7% -$134K 0.01% 573
2021
Q1 		$1.78M Sell
45,448
-6,144
-12% -$247K 0.01% 532
2020
Q4 		$1.81M Sell
51,592
-7,674
-13% -$240K 0.01% 530
2020
Q3 		$1.49M Sell
59,266
-2,483
-4% -$75.1K 0.01% 567
2020
Q2 		$2.02M Sell
61,749
-10,947
-15% -$376K 0.01% 513
2020
Q1 		$2.54M Sell
72,696
-166,146
-70% -$7.76M 0.02% 457
2019
Q4 		$14.1M Buy
238,842
+8,186
+4% +$478K 0.09% 250
2019
Q3 		$13.6M Sell
230,656
-14,452
-6% -$858K 0.09% 246
2019
Q2 		$15.9M Buy
245,108
+29,472
+14% +$1.88M 0.1% 214
2019
Q1 		$13.5M Buy
215,636
+9,796
+5% +$606K 0.09% 238
2018
Q4 		$12M Buy
205,840
+46,698
+29% +$2.9M 0.1% 228
2018
Q3 		$10.8M Buy
159,142
+12,152
+8% +$812K 0.08% 287
2018
Q2 		$10.2M Buy
146,990
+2,654
+2% +$184K 0.08% 296
2018
Q1 		$9.21M Buy
144,336
+6,395
+5% +$421K 0.07% 307
2017
Q4 		$9.2M Buy
137,941
+9,511
+7% +$599K 0.07% 309
2017
Q3 		$7.78M Buy
128,430
+6,901
+6% +$386K 0.07% 319
2017
Q2 		$6.46M Buy
121,529
+10,382
+9% +$551K 0.06% 336
2017
Q1 		$5.76M Sell
111,147
-2,876
-3% -$150K 0.05% 348
2016
Q4 		$5.99M Sell
114,023
-8,659
-7% -$431K 0.06% 342
2016
Q3 		$5.93M Buy
122,682
+40,338
+49% +$1.97M 0.06% 353
2016
Q2 		$4.29M Sell
82,344
-6,343
-7% -$306K 0.04% 389
2016
Q1 		$4.07M Buy
88,687
+5,502
+7% +$233K 0.04% 378
2015
Q4 		$3.61M Sell
83,185
-37,398
-31% -$1.78M 0.04% 412
2015
Q3 		$5.42M Sell
120,583
-64,445
-35% -$3.27M 0.07% 303
2015
Q2 		$10M Sell
185,028
-45,256
-20% -$2.59M 0.12% 214
2015
Q1 		$13.6M Buy
230,284
+26,905
+13% +$1.59M 0.17% 146
2014
Q4 		$12.7M Buy
203,379
+20,355
+11% +$1.32M 0.19% 137
2014
Q3 		$13M Sell
183,024
-47,022
-20% -$3.53M 0.23% 115
2014
Q2 		$17.7M Sell
230,046
-15,495
-6% -$1.13M 0.33% 78
2014
Q1 		$16.8M Sell
245,541
-8,111
-3% -$541K 0.36% 62
2013
Q4 		$16.9M Buy
253,652
+183,170
+260% +$11.5M 0.57% 39
2013
Q3 		$4.32M Sell
70,482
-158,578
-69% -$9.69M 0.14% 161
2013
Q2 		$13.7M Buy
+229,060
New +$14.2M 0.36% 71

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

United Capital Financial Advisors's RDS.A Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 43,902 shares — an estimated $1.91M sold.

United Capital Financial Advisors first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $17.7M in Q2 2014. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • United Capital Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 43,902 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $1.91M.
  • United Capital Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • United Capital Financial Advisors's Royal Dutch Shell PLC ADS Class A position peaked at $17.7M in Q2 2014.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.