Clifford Swan Investment Counsel’s LyondellBasell Industries LYB Stock Holding History

Clifford Swan Investment Counsel’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 Q2	–	Sell	-10,290	Closed	-$881K	–	267
2016 Q1	$881K	Sell	10,290 -625	-6%	-$50.2K	0.06%	152
2015 Q4	$949K	Buy	10,915 +2,675	+32%	+$246K	0.07%	155
2015 Q3	$687K	Buy	8,240 +210	+3%	+$18.7K	0.05%	164
2015 Q2	$831K	Sell	8,030 -2,052	-20%	-$206K	0.06%	154
2015 Q1	$885K	Sell	10,082 -2,773	-22%	-$233K	0.06%	145
2014 Q4	$1.02M	Buy	12,855 +4,085	+47%	+$354K	0.07%	136
2014 Q3	$953K	Buy	8,770 +60	+0.7%	+$6.49K	0.07%	142
2014 Q2	$851K	Buy	8,710 +2,510	+40%	+$239K	0.06%	150
2014 Q1	$551K	Buy	+6,200	New	+$522K	0.04%	175

Other funds holding LYB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clifford Swan Investment Counsel's LYB Position: Q2 2016 in Review

Clifford Swan Investment Counsel sold out of LyondellBasell Industries (LYB) in Q2 2016, closing a stake of 10,290 shares — an estimated $881K sold.

Clifford Swan Investment Counsel first reported a position in LYB in Q1 2014 and held it in 9 quarters. The position peaked at $1.02M in Q4 2014. 710 funds tracked by Wall St. Rank hold LYB as of Q2 2016.

Clifford Swan Investment Counsel reported no remaining LyondellBasell Industries position as of Q2 2016 after selling out during the quarter.
Clifford Swan Investment Counsel sold 10,290 LyondellBasell Industries shares in Q2 2016, an estimated $881K.
Clifford Swan Investment Counsel first reported a position in LyondellBasell Industries in Q1 2014 and held it in 9 quarters.
Clifford Swan Investment Counsel's LyondellBasell Industries position peaked at $1.02M in Q4 2014.
710 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2016.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2016, filed 10 Aug 2016.