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Concorde Asset Management’s LyondellBasell Industries LYB Stock Holding History

Concorde Asset 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
2017
Q2 		– Sell
-2,518
Closed -$230K – 135
2017
Q1 		$230K Sell
2,518
-2
-0.1% -$183 0.38% 97
2016
Q4 		$217K Sell
2,520
-1,084
-30% -$91K 0.39% 101
2016
Q3 		$291K Sell
3,604
-2,272
-39% -$176K 0.37% 83
2016
Q2 		$437K Buy
+5,876
New +$485K 0.43% 53

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concorde Asset Management's LYB Position: Q2 2017 in Review

Concorde Asset Management sold out of LyondellBasell Industries (LYB) in Q2 2017, closing a stake of 2,518 shares — an estimated $230K sold.

Concorde Asset Management first reported a position in LYB in Q2 2016 and held it in 4 quarters. The position peaked at $437K in Q2 2016. 747 funds tracked by Wall St. Rank hold LYB as of Q2 2017.

  • Concorde Asset Management reported no remaining LyondellBasell Industries position as of Q2 2017 after selling out during the quarter.
  • Concorde Asset Management sold 2,518 LyondellBasell Industries shares in Q2 2017, an estimated $230K.
  • Concorde Asset Management first reported a position in LyondellBasell Industries in Q2 2016 and held it in 4 quarters.
  • Concorde Asset Management's LyondellBasell Industries position peaked at $437K in Q2 2016.
  • 747 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2017.

Based on Concorde Asset Management's 13F filing for Q2 2017, filed 17 Jul 2017.