Eagle Ridge Investment Management’s LyondellBasell Industries LYB Stock Holding History

Eagle Ridge Investment 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 Q3	–	Sell	-6,771	Closed	-$571K	–	171
2017 Q2	$571K	Sell	6,771 -310	-4%	-$25.7K	0.11%	80
2017 Q1	$646K	Hold	7,081	–	–	0.13%	82
2016 Q4	$607K	Sell	7,081 -814	-10%	-$68.3K	0.13%	86
2016 Q3	$637K	Sell	7,895 -720	-8%	-$55.6K	0.14%	85
2016 Q2	$641K	Buy	8,615 +53	+0.6%	+$4.38K	0.15%	88
2016 Q1	$733K	Buy	8,562 +1,782	+26%	+$143K	0.17%	83
2015 Q4	$589K	Buy	6,780 +300	+5%	+$27.6K	0.14%	86
2015 Q3	$540K	Buy	+6,480	New	+$576K	0.14%	87

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Ridge Investment Management's LYB Position: Q3 2017 in Review

Eagle Ridge Investment Management sold out of LyondellBasell Industries (LYB) in Q3 2017, closing a stake of 6,771 shares — an estimated $571K sold.

Eagle Ridge Investment Management first reported a position in LYB in Q3 2015 and held it in 8 quarters. The position peaked at $733K in Q1 2016. 761 funds tracked by Wall St. Rank hold LYB as of Q3 2017.

Eagle Ridge Investment Management reported no remaining LyondellBasell Industries position as of Q3 2017 after selling out during the quarter.
Eagle Ridge Investment Management sold 6,771 LyondellBasell Industries shares in Q3 2017, an estimated $571K.
Eagle Ridge Investment Management first reported a position in LyondellBasell Industries in Q3 2015 and held it in 8 quarters.
Eagle Ridge Investment Management's LyondellBasell Industries position peaked at $733K in Q1 2016.
761 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.