JWM
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Jacobus Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Jacobus 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 		– Sell
-1,440
Closed -$125K – 275
2015
Q4 		$125K Hold
1,440
– – 0.04% 252
2015
Q3 		$120K Sell
1,440
-345
-19% -$30.7K 0.04% 261
2015
Q2 		$185K Buy
+1,785
New +$180K 0.05% 224
2014
Q4 		– Sell
-2,880
Closed -$313K – 309
2014
Q3 		$313K Hold
2,880
– – 0.09% 171
2014
Q2 		$281K Hold
2,880
– – 0.07% 184
2014
Q1 		$256K Buy
2,880
+1,000
+53% +$84.1K 0.06% 198
2013
Q4 		$151K Buy
1,880
+305
+19% +$23.4K 0.04% 244
2013
Q3 		$115K Buy
+1,575
New +$110K 0.04% 231

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return