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Gupta Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Gupta 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
2016
Q1 		$21K Sell
250
-206
-45% -$16.5K ﹤0.01% 643
2015
Q4 		$40K Buy
456
+440
+2,750% +$40.5K 0.01% 472
2015
Q3 		$1K Buy
+16
New +$1.42K ﹤0.01% 1206

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's LYB Position: Q1 2016 in Review

Gupta Wealth Management reduced its LyondellBasell Industries (LYB) stake by 45% in Q1 2016, selling an estimated $16.5K and leaving 250 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Gupta Wealth Management first reported a position in LYB in Q3 2015 and has held it in 3 quarters since. The position peaked at $40K in Q4 2015. 724 funds tracked by Wall St. Rank hold LYB as of Q1 2016.

  • Gupta Wealth Management held 250 shares of LyondellBasell Industries worth $21K as of Q1 2016.
  • Gupta Wealth Management sold 206 LyondellBasell Industries shares in Q1 2016, an estimated $16.5K.
  • LyondellBasell Industries made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #643 holding.
  • Gupta Wealth Management first reported a position in LyondellBasell Industries in Q3 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's LyondellBasell Industries position peaked at $40K in Q4 2015.
  • 724 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.