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Evercore Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Evercore 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
Q3 		– Sell
-1,939
Closed -$213K – 433
2018
Q2 		$213K Buy
+1,939
New +$213K 0.01% 381
2018
Q1 		– Sell
-2,564
Closed -$283K – 610
2017
Q4 		$283K Sell
2,564
-2,119
-45% -$220K 0.01% 315
2017
Q3 		$464K Sell
4,683
-225
-5% -$20.2K 0.02% 261
2017
Q2 		$414K Sell
4,908
-158
-3% -$13.1K 0.02% 278
2017
Q1 		$462K Sell
5,066
-571
-10% -$52.1K 0.02% 268
2016
Q4 		$484K Sell
5,637
-2,171
-28% -$182K 0.02% 256
2016
Q3 		$629K Sell
7,808
-1,000
-11% -$77.3K 0.03% 223
2016
Q2 		$656K Sell
8,808
-738
-8% -$60.9K 0.03% 214
2016
Q1 		$817K Buy
9,546
+867
+10% +$69.6K 0.04% 195
2015
Q4 		$754K Buy
8,679
+1,615
+23% +$149K 0.04% 209
2015
Q3 		$590K Sell
7,064
-1,008
-12% -$89.6K 0.03% 235
2015
Q2 		$836K Buy
8,072
+2,781
+53% +$280K 0.04% 216
2015
Q1 		$464K Buy
5,291
+2,241
+73% +$188K 0.02% 287
2014
Q4 		$243K Buy
3,050
+300
+11% +$26K 0.01% 329
2014
Q3 		$298K Buy
2,750
+275
+11% +$29.7K 0.01% 336
2014
Q2 		$241K Buy
2,475
+274
+12% +$26.1K 0.01% 364
2014
Q1 		$194K Buy
2,201
+1,575
+252% +$133K 0.01% 382
2013
Q4 		$51K Sell
626
-27
-4% -$2.07K ﹤0.01% 559
2013
Q3 		$48K Buy
653
+298
+84% +$20.8K ﹤0.01% 572
2013
Q2 		$23K Buy
+355
New +$22.4K ﹤0.01% 641

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evercore Wealth Management's LYB Position: Q3 2018 in Review

Evercore Wealth Management sold out of LyondellBasell Industries (LYB) in Q3 2018, closing a stake of 1,939 shares — an estimated $213K sold.

Evercore Wealth Management first reported a position in LYB in Q2 2013 and held it in 20 quarters. The position peaked at $836K in Q2 2015. 855 funds tracked by Wall St. Rank hold LYB as of Q3 2018.

  • Evercore Wealth Management reported no remaining LyondellBasell Industries position as of Q3 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,939 LyondellBasell Industries shares in Q3 2018, an estimated $213K.
  • Evercore Wealth Management first reported a position in LyondellBasell Industries in Q2 2013 and held it in 20 quarters.
  • Evercore Wealth Management's LyondellBasell Industries position peaked at $836K in Q2 2015.
  • 855 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.