Advance Capital I’s LyondellBasell Industries LYB Stock Holding History

Advance Capital I’s Portfolio LYB Stock Details LYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,500	Closed	-$260K	–	119
2016 Q2	$260K	Buy	+3,500	New	+$289K	0.28%	117
2015 Q4	–	Sell	-4,900	Closed	-$408K	–	188
2015 Q3	$408K	Buy	+4,900	New	+$436K	0.33%	114
2015 Q2	–	Sell	-19,200	Closed	-$1.69M	–	237
2015 Q1	$1.69M	Buy	19,200 +2,200	+13%	+$185K	1.04%	10
2014 Q4	$1.35M	Buy	+17,000	New	+$1.47M	0.71%	47

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Advance Capital I's LYB Position: Q3 2016 in Review

Advance Capital I sold out of LyondellBasell Industries (LYB) in Q3 2016, closing a stake of 3,500 shares — an estimated $260K sold.

Advance Capital I first reported a position in LYB in Q4 2014 and held it in 4 quarters. The position peaked at $1.69M in Q1 2015. 708 funds tracked by Wall St. Rank hold LYB as of Q3 2016.

Advance Capital I reported no remaining LyondellBasell Industries position as of Q3 2016 after selling out during the quarter.
Advance Capital I sold 3,500 LyondellBasell Industries shares in Q3 2016, an estimated $260K.
Advance Capital I first reported a position in LyondellBasell Industries in Q4 2014 and held it in 4 quarters.
Advance Capital I's LyondellBasell Industries position peaked at $1.69M in Q1 2015.
708 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2016.

Based on Advance Capital I's 13F filing for Q3 2016, filed 1 Nov 2016.