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Beacon Trust’s LyondellBasell Industries LYB Stock Holding History

Beacon Trust’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
2017
Q1 		$10.6M Buy
116,521
+2,305
+2% +$210K 1.67% 12
2016
Q4 		$9.8M Buy
114,216
+4,366
+4% +$366K 1.61% 13
2016
Q3 		$8.86M Buy
109,850
+11,330
+12% +$876K 1.49% 17
2016
Q2 		$7.33M Buy
98,520
+983
+1% +$81.1K 1.25% 25
2016
Q1 		$8.35M Buy
97,537
+798
+0.8% +$64K 1.45% 18
2015
Q4 		$8.41M Buy
96,739
+2,075
+2% +$191K 1.46% 18
2015
Q3 		$7.89M Sell
94,664
-1,059
-1% -$94.2K 1.39% 17
2015
Q2 		$9.91M Sell
95,723
-4,467
-4% -$449K 1.59% 14
2015
Q1 		$8.8M Sell
100,190
-8,324
-8% -$700K 1.34% 19
2014
Q4 		$8.62M Buy
108,514
+11,266
+12% +$977K 1.32% 19
2014
Q3 		$10.6M Sell
97,248
-480
-0.5% -$51.9K 1.75% 7
2014
Q2 		$9.54M Buy
97,728
+7
+0% +$666 1.57% 10
2014
Q1 		$8.69M Buy
97,721
+3,488
+4% +$293K 1.49% 12
2013
Q4 		$7.57M Sell
94,233
-1,033
-1% -$79.2K 1.3% 22
2013
Q3 		$6.98M Buy
95,266
+1,976
+2% +$138K 1.29% 21
2013
Q2 		$6.18M Buy
+93,290
New +$5.89M 1.18% 26

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
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Trust's LYB Position: Q1 2017 in Review

Beacon Trust increased its LyondellBasell Industries (LYB) stake by 2% in Q1 2017, buying an estimated $210K and bringing the position to 116,521 shares worth $10.6M. The position accounts for 1.67% of the portfolio, ranked #12.

Beacon Trust first reported a position in LYB in Q2 2013 and has held it in 16 quarters since. 765 funds tracked by Wall St. Rank hold LYB as of Q1 2017.

  • Beacon Trust held 116,521 shares of LyondellBasell Industries worth $10.6M as of Q1 2017.
  • Beacon Trust bought 2,305 LyondellBasell Industries shares in Q1 2017, an estimated $210K.
  • LyondellBasell Industries made up 1.67% of Beacon Trust's portfolio in Q1 2017, its #12 holding.
  • Beacon Trust first reported a position in LyondellBasell Industries in Q2 2013 and has held it in 16 quarters since.
  • 765 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.