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Alpha Cubed Investments’s LyondellBasell Industries LYB Stock Holding History

Alpha Cubed Investments’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
Q1 		– Sell
-21,817
Closed -$1.9M – 177
2015
Q4 		$1.9M Buy
21,817
+548
+3% +$50.4K 0.49% 55
2015
Q3 		$1.98M Buy
21,269
+2,391
+13% +$213K 0.52% 49
2015
Q2 		$1.95M Buy
+18,878
New +$1.9M 0.52% 56

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alpha Cubed Investments's LYB Position: Q1 2016 in Review

Alpha Cubed Investments sold out of LyondellBasell Industries (LYB) in Q1 2016, closing a stake of 21,817 shares — an estimated $1.9M sold.

Alpha Cubed Investments first reported a position in LYB in Q2 2015 and held it in 3 quarters. The position peaked at $1.98M in Q3 2015. 726 funds tracked by Wall St. Rank hold LYB as of Q1 2016.

  • Alpha Cubed Investments reported no remaining LyondellBasell Industries position as of Q1 2016 after selling out during the quarter.
  • Alpha Cubed Investments sold 21,817 LyondellBasell Industries shares in Q1 2016, an estimated $1.9M.
  • Alpha Cubed Investments first reported a position in LyondellBasell Industries in Q2 2015 and held it in 3 quarters.
  • Alpha Cubed Investments's LyondellBasell Industries position peaked at $1.98M in Q3 2015.
  • 726 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2016.

Based on Alpha Cubed Investments's 13F filing for Q1 2016, filed 10 May 2016.