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CapWealth Advisors’s LyondellBasell Industries LYB Stock Holding History

CapWealth Advisors’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
2013
Q4 		– Sell
-336
Closed -$25K – 388
2013
Q3 		$25K Buy
+336
New +$23.4K 0.01% 215

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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CapWealth Advisors's LYB Position: Q4 2013 in Review

CapWealth Advisors sold out of LyondellBasell Industries (LYB) in Q4 2013, closing a stake of 336 shares — an estimated $25K sold.

CapWealth Advisors first reported a position in LYB in Q3 2013 and held it in 1 quarter. The position peaked at $25K in Q3 2013. 615 funds tracked by Wall St. Rank hold LYB as of Q4 2013.

  • CapWealth Advisors reported no remaining LyondellBasell Industries position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 336 LyondellBasell Industries shares in Q4 2013, an estimated $25K.
  • CapWealth Advisors first reported a position in LyondellBasell Industries in Q3 2013 and held it in 1 quarter.
  • CapWealth Advisors's LyondellBasell Industries position peaked at $25K in Q3 2013.
  • 615 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.