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Aris Wealth Services’s LyondellBasell Industries LYB Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-1,106
Closed -$114K – 450
2015
Q2 		$114K Buy
1,106
+122
+12% +$12.3K 0.1% 138
2015
Q1 		$86K Buy
+984
New +$82.8K 0.08% 151

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aris Wealth Services's LYB Position: Q3 2015 in Review

Aris Wealth Services sold out of LyondellBasell Industries (LYB) in Q3 2015, closing a stake of 1,106 shares — an estimated $114K sold.

Aris Wealth Services first reported a position in LYB in Q1 2015 and held it in 2 quarters. The position peaked at $114K in Q2 2015. 698 funds tracked by Wall St. Rank hold LYB as of Q3 2015.

  • Aris Wealth Services reported no remaining LyondellBasell Industries position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,106 LyondellBasell Industries shares in Q3 2015, an estimated $114K.
  • Aris Wealth Services first reported a position in LyondellBasell Industries in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's LyondellBasell Industries position peaked at $114K in Q2 2015.
  • 698 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.