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 Boston, Massachusetts $2.3T AUM 54.33% 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 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jacobus Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2016, closing a stake of 1,440 shares — an estimated $125K sold.

Jacobus Wealth Management first reported a position in LYB in Q3 2013 and held it in 8 quarters. The position peaked at $313K in Q3 2014. 726 funds tracked by Wall St. Rank hold LYB as of Q1 2016.

Jacobus Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2016 after selling out during the quarter.
Jacobus Wealth Management sold 1,440 LyondellBasell Industries shares in Q1 2016, an estimated $125K.
Jacobus Wealth Management first reported a position in LyondellBasell Industries in Q3 2013 and held it in 8 quarters.
Jacobus Wealth Management's LyondellBasell Industries position peaked at $313K in Q3 2014.
726 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2016.

Based on Jacobus Wealth Management's 13F filing for Q1 2016, filed 23 May 2016.