Hirtle Callaghan & Co’s LyondellBasell Industries LYB Stock Holding History

Hirtle Callaghan & Co’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 Q4	–	Sell	-222	Closed	-$22K	–	197
2017 Q3	$22K	Hold	222	–	–	﹤0.01%	147
2017 Q2	$18K	Sell	222 -54	-20%	-$4.49K	﹤0.01%	138
2017 Q1	$26K	Sell	276 -1,200	-81%	-$110K	﹤0.01%	130
2016 Q4	$127K	Sell	1,476 -226	-13%	-$19K	0.02%	38
2016 Q3	$137K	Hold	1,702	–	–	0.03%	104
2016 Q2	$127K	Sell	1,702 -300	-15%	-$24.8K	0.02%	97
2016 Q1	$172K	Sell	2,002 -154	-7%	-$12.4K	0.03%	98
2015 Q4	$187K	Sell	2,156 -70	-3%	-$6.44K	0.04%	60
2015 Q3	$187K	Hold	2,226	–	–	0.03%	81
2015 Q2	$230K	Buy	+2,226	New	+$224K	0.08%	66
2015 Q1	–	Sell	-15	Closed	-$1K	–	221
2014 Q4	$1K	Hold	15	–	–	﹤0.01%	537
2014 Q3	$2K	Hold	15	–	–	﹤0.01%	546
2014 Q2	$1K	Hold	15	–	–	﹤0.01%	614
2014 Q1	$1K	Sell	15 -9	-38%	-$757	﹤0.01%	605
2013 Q4	$2K	Hold	24	–	–	﹤0.01%	543
2013 Q3	$2K	Buy	+24	New	+$1.67K	﹤0.01%	553

Other funds holding LYB

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Hirtle Callaghan & Co's LYB Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of LyondellBasell Industries (LYB) in Q4 2017, closing a stake of 222 shares — an estimated $22K sold.

Hirtle Callaghan & Co first reported a position in LYB in Q3 2013 and held it in 16 quarters. The position peaked at $230K in Q2 2015. 824 funds tracked by Wall St. Rank hold LYB as of Q4 2017.

Hirtle Callaghan & Co reported no remaining LyondellBasell Industries position as of Q4 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 222 LyondellBasell Industries shares in Q4 2017, an estimated $22K.
Hirtle Callaghan & Co first reported a position in LyondellBasell Industries in Q3 2013 and held it in 16 quarters.
Hirtle Callaghan & Co's LyondellBasell Industries position peaked at $230K in Q2 2015.
824 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.