De Burlo Group’s LyondellBasell Industries LYB Stock Holding History

De Burlo Group’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
2014 Q4	–	Sell	-103,000	Closed	-$11.2M	–	113
2014 Q3	$11.2M	Sell	103,000 -200	-0.2%	-$21.6K	2.47%	11
2014 Q2	$10.1M	Buy	103,200 +25,000	+32%	+$2.38M	2.28%	10
2014 Q1	$6.96M	Buy	78,200 +20,600	+36%	+$1.73M	1.68%	21
2013 Q4	$4.62M	Hold	57,600	–	–	1.1%	38
2013 Q3	$4.22M	Buy	+57,600	New	+$4.01M	1.15%	40

Other funds holding LYB

LTI

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

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

De Burlo Group's LYB Position: Q4 2014 in Review

De Burlo Group sold out of LyondellBasell Industries (LYB) in Q4 2014, closing a stake of 103,000 shares — an estimated $11.2M sold.

De Burlo Group first reported a position in LYB in Q3 2013 and held it in 5 quarters. The position peaked at $11.2M in Q3 2014. 705 funds tracked by Wall St. Rank hold LYB as of Q4 2014.

De Burlo Group reported no remaining LyondellBasell Industries position as of Q4 2014 after selling out during the quarter.
De Burlo Group sold 103,000 LyondellBasell Industries shares in Q4 2014, an estimated $11.2M.
De Burlo Group first reported a position in LyondellBasell Industries in Q3 2013 and held it in 5 quarters.
De Burlo Group's LyondellBasell Industries position peaked at $11.2M in Q3 2014.
705 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2014.

Based on De Burlo Group's 13F filing for Q4 2014, filed 12 Feb 2015.