Winch Advisory Services’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Winch Advisory Services’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	-62	Closed	-$3K	–	500
2021 Q4	$3K	Hold	62	–	–	﹤0.01%	384
2021 Q3	$3K	Buy	62 +1	+2%	+$40	﹤0.01%	396
2021 Q2	$2K	Hold	61	–	–	﹤0.01%	435
2021 Q1	$2K	Buy	61 +1	+2%	+$40	﹤0.01%	407
2020 Q4	$2K	Sell	60 -108	-64%	-$3.37K	﹤0.01%	389
2020 Q3	$4K	Buy	168 +109	+185%	+$3.3K	﹤0.01%	290
2020 Q2	$2K	Hold	59	–	–	﹤0.01%	347
2020 Q1	$2K	Buy	59 +2	+4%	+$93	﹤0.01%	300
2019 Q4	$3K	Hold	57	–	–	﹤0.01%	309
2019 Q3	$3K	Buy	57 +1	+2%	+$59	﹤0.01%	285
2019 Q2	$4K	Buy	56 +1	+2%	+$64	﹤0.01%	294
2019 Q1	$3K	Buy	55 +1	+2%	+$62	﹤0.01%	306
2018 Q4	$3K	Hold	54	–	–	﹤0.01%	279
2018 Q3	$4K	Buy	54 +1	+2%	+$67	﹤0.01%	244
2018 Q2	$4K	Buy	53 +1	+2%	+$69	﹤0.01%	253
2018 Q1	$3K	Hold	52	–	–	﹤0.01%	257
2017 Q4	$3K	Hold	52	–	–	﹤0.01%	249
2017 Q3	$3K	Hold	52	–	–	﹤0.01%	243
2017 Q2	$3K	Sell	52 -1	-2%	-$53	﹤0.01%	252
2017 Q1	$3K	Sell	53 -1	-2%	-$52	﹤0.01%	234
2016 Q4	$3K	Hold	54	–	–	﹤0.01%	216
2016 Q3	$3K	Sell	54 -1	-2%	-$49	﹤0.01%	223
2016 Q2	$3K	Hold	55	–	–	﹤0.01%	216
2016 Q1	$3K	Hold	55	–	–	﹤0.01%	185
2015 Q4	$2K	Hold	55	–	–	﹤0.01%	227
2015 Q3	$2K	Hold	55	–	–	﹤0.01%	206
2015 Q2	$3K	Sell	55 -1	-2%	-$57	﹤0.01%	242
2015 Q1	$3K	Buy	+56	New	+$3.32K	﹤0.01%	252
2014 Q4	–	Sell	-55	Closed	-$4K	–	193
2014 Q3	$4K	Buy	55 +1	+2%	+$75	﹤0.01%	188
2014 Q2	$4K	Hold	54	–	–	﹤0.01%	213
2014 Q1	$4K	Buy	+54	New	+$3.6K	﹤0.01%	226

Other funds holding RDS.A

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 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

Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return

Winch Advisory Services's RDS.A Position: Q1 2022 in Review

Winch Advisory Services sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 62 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in RDS.A in Q1 2014 and held it in 31 quarters. The position peaked at $4K in Q3 2020. 16 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

Winch Advisory Services reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
Winch Advisory Services sold 62 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $3K.
Winch Advisory Services first reported a position in Royal Dutch Shell PLC ADS Class A in Q1 2014 and held it in 31 quarters.
Winch Advisory Services's Royal Dutch Shell PLC ADS Class A position peaked at $4K in Q3 2020.
16 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Winch Advisory Services's 13F filing for Q1 2022, filed 26 Apr 2022.