Independence Trust’s LyondellBasell Industries LYB Stock Holding History

Independence Trust’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
2015 Q4	–	Sell	-3,430	Closed	-$286K	–	87
2015 Q3	$286K	Buy	+3,430	New	+$305K	0.29%	73
2014 Q4	–	Sell	-2,462	Closed	-$268K	–	139
2014 Q3	$268K	Hold	2,462	–	–	0.18%	81
2014 Q2	$240K	Sell	2,462 -40	-2%	-$3.81K	0.15%	92
2014 Q1	$223K	Sell	2,502 -67	-3%	-$5.64K	0.15%	94
2013 Q4	$206K	Buy	+2,569	New	+$197K	0.14%	102

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 16.07% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independence Trust's LYB Position: Q4 2015 in Review

Independence Trust sold out of LyondellBasell Industries (LYB) in Q4 2015, closing a stake of 3,430 shares — an estimated $286K sold.

Independence Trust first reported a position in LYB in Q4 2013 and held it in 5 quarters. The position peaked at $286K in Q3 2015. 727 funds tracked by Wall St. Rank hold LYB as of Q4 2015.

Independence Trust reported no remaining LyondellBasell Industries position as of Q4 2015 after selling out during the quarter.
Independence Trust sold 3,430 LyondellBasell Industries shares in Q4 2015, an estimated $286K.
Independence Trust first reported a position in LyondellBasell Industries in Q4 2013 and held it in 5 quarters.
Independence Trust's LyondellBasell Industries position peaked at $286K in Q3 2015.
727 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2015.

Based on Independence Trust's 13F filing for Q4 2015, filed 29 Jan 2016.