V
RDS.A

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

Veritable’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
-30,081
Closed -$1.31M – 960
2021
Q4 		$1.31M Sell
30,081
-435
-1% -$19.6K 0.02% 344
2021
Q3 		$1.36M Sell
30,516
-2,472
-7% -$99.7K 0.02% 313
2021
Q2 		$1.33M Sell
32,988
-3,099
-9% -$123K 0.02% 322
2021
Q1 		$1.42M Sell
36,087
-4,048
-10% -$163K 0.02% 290
2020
Q4 		$1.41M Sell
40,135
-11,732
-23% -$366K 0.03% 272
2020
Q3 		$1.3M Sell
51,867
-17,775
-26% -$538K 0.03% 266
2020
Q2 		$2.28M Buy
69,642
+3,348
+5% +$115K 0.05% 171
2020
Q1 		$2.31M Sell
66,294
-9,996
-13% -$467K 0.06% 165
2019
Q4 		$4.5M Sell
76,290
-1,941
-2% -$113K 0.08% 132
2019
Q3 		$4.6M Sell
78,231
-658
-0.8% -$39.1K 0.09% 126
2019
Q2 		$5.13M Sell
78,889
-1,400
-2% -$89.5K 0.1% 115
2019
Q1 		$5.03M Sell
80,289
-2,248
-3% -$139K 0.1% 116
2018
Q4 		$4.81M Buy
82,537
+6,348
+8% +$394K 0.11% 114
2018
Q3 		$5.19M Sell
76,189
-418
-0.5% -$27.9K 0.1% 116
2018
Q2 		$5.3M Sell
76,607
-736
-1% -$51K 0.11% 110
2018
Q1 		$4.93M Sell
77,343
-2,055
-3% -$135K 0.11% 113
2017
Q4 		$5.3M Sell
79,398
-27,995
-26% -$1.76M 0.11% 112
2017
Q3 		$6.51M Sell
107,393
-13,932
-11% -$779K 0.14% 104
2017
Q2 		$6.45M Buy
121,325
+8,103
+7% +$434K 0.15% 103
2017
Q1 		$5.97M Sell
113,222
-1,510
-1% -$80.8K 0.14% 101
2016
Q4 		$6.24M Buy
114,732
+1,921
+2% +$98.9K 0.15% 94
2016
Q3 		$5.65M Sell
112,811
-152
-0.1% -$7.76K 0.14% 102
2016
Q2 		$6.24M Sell
112,963
-413
-0.4% -$21K 0.16% 91
2016
Q1 		$5.49M Sell
113,376
-4,807
-4% -$215K 0.14% 106
2015
Q4 		$5.41M Sell
118,183
-9,059
-7% -$455K 0.15% 100
2015
Q3 		$6.03M Sell
127,242
-4,820
-4% -$258K 0.18% 88
2015
Q2 		$7.53M Sell
132,062
-6,324
-5% -$385K 0.2% 77
2015
Q1 		$8.26M Sell
138,386
-3,402
-2% -$216K 0.17% 99
2014
Q4 		$9.49M Buy
141,788
+2,323
+2% +$161K 0.2% 92
2014
Q3 		$10.6M Sell
139,465
-109
-0.1% -$8.75K 0.23% 75
2014
Q2 		$11.5M Buy
139,574
+1,210
+0.9% +$94.6K 0.24% 67
2014
Q1 		$10.1M Sell
138,364
-3,856
-3% -$276K 0.22% 77
2013
Q4 		$10.1M Sell
142,220
-854
-0.6% -$57.4K 0.22% 75
2013
Q3 		$9.4M Buy
143,074
+2,357
+2% +$154K 0.22% 77
2013
Q2 		$8.98M Buy
+140,717
New +$9.32M 0.22% 76

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