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Braver Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Braver Wealth Management’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
Q4 		$3.15M Buy
36,722
+49
+0.1% +$4.11K 0.51% 61
2016
Q3 		$2.96M Buy
36,673
+1,860
+5% +$144K 0.5% 59
2016
Q2 		$2.59M Buy
34,813
+15,143
+77% +$1.25M 0.44% 60
2016
Q1 		$1.68M Buy
+19,670
New +$1.58M 0.28% 72

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
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
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Bank of America
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Braver Wealth Management's LYB Position: Q4 2016 in Review

Braver Wealth Management increased its LyondellBasell Industries (LYB) stake by 0.13% in Q4 2016, buying an estimated $4.11K and bringing the position to 36,722 shares worth $3.15M. The position accounts for 0.51% of the portfolio, ranked #61.

Braver Wealth Management first reported a position in LYB in Q1 2016 and has held it in 4 quarters since. 735 funds tracked by Wall St. Rank hold LYB as of Q4 2016.

  • Braver Wealth Management held 36,722 shares of LyondellBasell Industries worth $3.15M as of Q4 2016.
  • Braver Wealth Management bought 49 LyondellBasell Industries shares in Q4 2016, an estimated $4.11K.
  • LyondellBasell Industries made up 0.51% of Braver Wealth Management's portfolio in Q4 2016, its #61 holding.
  • Braver Wealth Management first reported a position in LyondellBasell Industries in Q1 2016 and has held it in 4 quarters since.
  • 735 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.