Concert Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Concert 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
2015 Q3	–	Sell	-2,581	Closed	-$267K	–	721
2015 Q2	$267K	Buy	+2,581	New	+$260K	0.03%	546
2015 Q1	–	Sell	-2,701	Closed	-$217K	–	568
2014 Q4	$217K	Buy	2,701 +592	+28%	+$51.3K	0.03%	551
2014 Q3	$229K	Buy	+2,109	New	+$228K	0.03%	464

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

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

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

Concert Wealth Management's LYB Position: Q3 2015 in Review

Concert Wealth Management sold out of LyondellBasell Industries (LYB) in Q3 2015, closing a stake of 2,581 shares — an estimated $267K sold.

Concert Wealth Management first reported a position in LYB in Q3 2014 and held it in 3 quarters. The position peaked at $267K in Q2 2015. 698 funds tracked by Wall St. Rank hold LYB as of Q3 2015.

Concert Wealth Management reported no remaining LyondellBasell Industries position as of Q3 2015 after selling out during the quarter.
Concert Wealth Management sold 2,581 LyondellBasell Industries shares in Q3 2015, an estimated $267K.
Concert Wealth Management first reported a position in LyondellBasell Industries in Q3 2014 and held it in 3 quarters.
Concert Wealth Management's LyondellBasell Industries position peaked at $267K in Q2 2015.
698 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.