Integrated Wealth Management (Palm Desert)’s LyondellBasell Industries LYB Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-148	Closed	-$12K	–	697
2016 Q3	$12K	Buy	148 +9	+6%	+$696	﹤0.01%	720
2016 Q2	$10K	Hold	139	–	–	﹤0.01%	760
2016 Q1	$12K	Hold	139	–	–	0.01%	667
2015 Q4	$12K	Sell	139 -250	-64%	-$23K	0.01%	727
2015 Q3	$32K	Sell	389 -61	-14%	-$5.42K	0.01%	470
2015 Q2	$47K	Sell	450 -261	-37%	-$26.3K	0.02%	409
2015 Q1	$62K	Buy	+711	New	+$59.8K	0.03%	353

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 $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

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCP

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

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

Integrated Wealth Management (Palm Desert)'s LYB Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of LyondellBasell Industries (LYB) in Q4 2016, closing a stake of 148 shares — an estimated $12K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LYB in Q1 2015 and held it in 7 quarters. The position peaked at $62K in Q1 2015. 736 funds tracked by Wall St. Rank hold LYB as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining LyondellBasell Industries position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 148 LyondellBasell Industries shares in Q4 2016, an estimated $12K.
Integrated Wealth Management (Palm Desert) first reported a position in LyondellBasell Industries in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s LyondellBasell Industries position peaked at $62K in Q1 2015.
736 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.