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Dynasty Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Dynasty 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
2018
Q4 		$349K Sell
4,195
-558
-12% -$51K 45.92% 1
2018
Q3 		$487K Buy
4,753
+554
+13% +$60.6K 0.63% 39
2018
Q2 		$461K Hold
4,199
– – 0.95% 24
2018
Q1 		$444K Hold
4,199
– – 0.19% 26
2017
Q4 		$463K Buy
+4,199
New +$436K 0.8% 33

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

Dynasty Wealth Management's LYB Position: Q4 2018 in Review

Dynasty Wealth Management reduced its LyondellBasell Industries (LYB) stake by 12% in Q4 2018, selling an estimated $51K and leaving 4,195 shares worth $349K. The position accounts for 45.92% of the portfolio, ranked #1.

Dynasty Wealth Management first reported a position in LYB in Q4 2017 and has held it in 5 quarters since. The position peaked at $487K in Q3 2018. 837 funds tracked by Wall St. Rank hold LYB as of Q4 2018.

  • Dynasty Wealth Management held 4,195 shares of LyondellBasell Industries worth $349K as of Q4 2018.
  • Dynasty Wealth Management sold 558 LyondellBasell Industries shares in Q4 2018, an estimated $51K.
  • LyondellBasell Industries made up 45.92% of Dynasty Wealth Management's portfolio in Q4 2018, its #1 holding.
  • Dynasty Wealth Management first reported a position in LyondellBasell Industries in Q4 2017 and has held it in 5 quarters since.
  • Dynasty Wealth Management's LyondellBasell Industries position peaked at $487K in Q3 2018.
  • 837 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.