UCFA
RDS.B

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

United Capital Financial Advisors’s Portfolio RDS.B Stock Details RDS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-47,191
Closed -$2.05M – 1245
2021
Q4 		$2.05M Buy
47,191
+7,981
+20% +$360K 0.01% 535
2021
Q3 		$1.74M Buy
39,210
+815
+2% +$32.3K 0.01% 556
2021
Q2 		$1.49M Buy
38,395
+290
+0.8% +$10.9K 0.01% 598
2021
Q1 		$1.4M Sell
38,105
-5,098
-12% -$195K 0.01% 582
2020
Q4 		$1.45M Sell
43,203
-218,201
-83% -$6.49M 0.01% 581
2020
Q3 		$6.33M Sell
261,404
-9,356
-3% -$268K 0.04% 303
2020
Q2 		$8.24M Buy
270,760
+15,182
+6% +$496K 0.06% 280
2020
Q1 		$8.35M Buy
255,578
+22,050
+9% +$1.03M 0.07% 263
2019
Q4 		$14M Buy
233,528
+7,835
+3% +$461K 0.09% 251
2019
Q3 		$13.5M Sell
225,693
-9,162
-4% -$547K 0.09% 249
2019
Q2 		$15.4M Buy
234,855
+35,804
+18% +$2.33M 0.1% 221
2019
Q1 		$12.7M Buy
199,051
+8,747
+5% +$553K 0.09% 253
2018
Q4 		$11.4M Sell
190,304
-1,223
-0.6% -$78.1K 0.09% 235
2018
Q3 		$13.6M Buy
191,527
+4,679
+3% +$324K 0.1% 233
2018
Q2 		$13.6M Sell
186,848
-1,343
-0.7% -$96.7K 0.1% 230
2018
Q1 		$12.3M Buy
188,191
+180,753
+2,430% +$12.2M 0.09% 245
2017
Q4 		$508K Buy
7,438
+241
+3% +$15.6K ﹤0.01% 959
2017
Q3 		$450K Buy
7,197
+1,065
+17% +$61.1K ﹤0.01% 995
2017
Q2 		$334K Sell
6,132
-81
-1% -$4.51K ﹤0.01% 1043
2017
Q1 		$347K Sell
6,213
-530
-8% -$30.1K ﹤0.01% 1004
2016
Q4 		$391K Sell
6,743
-2,649
-28% -$145K ﹤0.01% 987
2016
Q3 		$496K Buy
9,392
+2,915
+45% +$156K ﹤0.01% 971
2016
Q2 		$363K Buy
6,477
+444
+7% +$22.8K ﹤0.01% 993
2016
Q1 		$297K Buy
6,033
+690
+13% +$31K ﹤0.01% 1004
2015
Q4 		$246K Sell
5,343
-1,719
-24% -$86.9K ﹤0.01% 1078
2015
Q3 		$335K Sell
7,062
-3,549
-33% -$191K ﹤0.01% 1029
2015
Q2 		$609K Buy
10,611
+4,924
+87% +$305K 0.01% 849
2015
Q1 		$367K Buy
+5,687
New +$376K ﹤0.01% 1014

Other funds holding RDS.B

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 47,191 shares — an estimated $2.05M sold.

United Capital Financial Advisors first reported a position in RDS.B in Q1 2015 and held it in 28 quarters. The position peaked at $15.4M in Q2 2019. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • United Capital Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 47,191 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $2.05M.
  • United Capital Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2015 and held it in 28 quarters.
  • United Capital Financial Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $15.4M in Q2 2019.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

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