Gerstein Fisher’s LyondellBasell Industries LYB Stock Holding History

Gerstein Fisher’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
2016 Q3	$1.46M	Sell	18,042 -13,702	-43%	-$1.06M	0.18%	106
2016 Q2	$2.36M	Sell	31,744 -198	-0.6%	-$16.3K	0.31%	61
2016 Q1	$2.73M	Sell	31,942 -665	-2%	-$53.4K	0.37%	48
2015 Q4	$2.83M	Sell	32,607 -90	-0.3%	-$8.28K	0.4%	42
2015 Q3	$2.73M	Sell	32,697 -523	-2%	-$46.5K	0.41%	42
2015 Q2	$3.44M	Buy	33,220 +196	+0.6%	+$19.7K	0.56%	26
2015 Q1	$2.9M	Sell	33,024 -343	-1%	-$28.8K	0.48%	37
2014 Q4	$2.67M	Sell	33,367 -2,325	-7%	-$202K	0.43%	43
2014 Q3	$3.88M	Buy	35,692 +1,230	+4%	+$133K	0.68%	18
2014 Q2	$3.37M	Buy	34,462 +502	+1%	+$47.8K	0.64%	19
2014 Q1	$3.02M	Sell	33,960 -20,682	-38%	-$1.74M	0.6%	23
2013 Q4	$21.3M	Buy	54,642 +31,427	+135%	+$2.41M	0.79%	28
2013 Q3	$1.7M	Buy	23,215 +60	+0.3%	+$4.18K	0.37%	41
2013 Q2	$1.53M	Buy	+23,155	New	+$1.46M	0.37%	41

Other funds holding LYB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JHIU

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Gerstein Fisher's LYB Position: Q3 2016 in Review

Gerstein Fisher reduced its LyondellBasell Industries (LYB) stake by 43% in Q3 2016, selling an estimated $1.06M and leaving 18,042 shares worth $1.46M. The position accounts for 0.18% of the portfolio, ranked #106.

Gerstein Fisher first reported a position in LYB in Q2 2013 and has held it in 14 quarters since. The position peaked at $21.3M in Q4 2013. 708 funds tracked by Wall St. Rank hold LYB as of Q3 2016.

Gerstein Fisher held 18,042 shares of LyondellBasell Industries worth $1.46M as of Q3 2016.
Gerstein Fisher sold 13,702 LyondellBasell Industries shares in Q3 2016, an estimated $1.06M.
LyondellBasell Industries made up 0.18% of Gerstein Fisher's portfolio in Q3 2016, its #106 holding.
Gerstein Fisher first reported a position in LyondellBasell Industries in Q2 2013 and has held it in 14 quarters since.
Gerstein Fisher's LyondellBasell Industries position peaked at $21.3M in Q4 2013.
708 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.