APP
LYB icon

Avantax Planning Partners’s LyondellBasell Industries LYB Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-47
Closed -$5K – 819
2018
Q3 		$5K Buy
+47
New +$5.14K ﹤0.01% 1097
2018
Q2 		– Sell
-138
Closed -$14K – 937
2018
Q1 		$14K Buy
+138
New +$15.4K ﹤0.01% 912

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Planning Partners's LYB Position: Q4 2018 in Review

Avantax Planning Partners sold out of LyondellBasell Industries (LYB) in Q4 2018, closing a stake of 47 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in LYB in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 837 funds tracked by Wall St. Rank hold LYB as of Q4 2018.

  • Avantax Planning Partners reported no remaining LyondellBasell Industries position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 47 LyondellBasell Industries shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in LyondellBasell Industries in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's LyondellBasell Industries position peaked at $14K in Q1 2018.
  • 837 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.