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Clarus Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Clarus Wealth 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
2018
Q4 		– Sell
-410
Closed -$42K – 703
2018
Q3 		$42K Buy
410
+32
+8% +$3.5K 0.03% 322
2018
Q2 		$40K Buy
+378
New +$41.5K 0.03% 318

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

Clarus Wealth Advisors's LYB Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q4 2018, closing a stake of 410 shares — an estimated $42K sold.

Clarus Wealth Advisors first reported a position in LYB in Q2 2018 and held it in 2 quarters. The position peaked at $42K in Q3 2018. 837 funds tracked by Wall St. Rank hold LYB as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining LyondellBasell Industries position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 410 LyondellBasell Industries shares in Q4 2018, an estimated $42K.
  • Clarus Wealth Advisors first reported a position in LyondellBasell Industries in Q2 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's LyondellBasell Industries position peaked at $42K in Q3 2018.
  • 837 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.