Joel Isaacson & Co’s LyondellBasell Industries LYB Stock Holding History

Joel Isaacson & 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 Q1	–	Sell	-24	Closed	-$2K	–	376
2016 Q4	$2K	Hold	24	–	–	﹤0.01%	609
2016 Q3	$2K	Hold	24	–	–	﹤0.01%	671
2016 Q2	$2K	Sell	24 -600	-96%	-$49.5K	﹤0.01%	671
2016 Q1	$53K	Hold	624	–	–	0.01%	321
2015 Q4	$54K	Sell	624 -199	-24%	-$18.3K	0.01%	317
2015 Q3	$69K	Sell	823 -122	-13%	-$10.8K	0.02%	278
2015 Q2	$98K	Buy	945 +345	+58%	+$34.7K	0.03%	259
2015 Q1	$53K	Hold	600	–	–	0.01%	349
2014 Q4	$48K	Sell	600 -178	-23%	-$15.4K	0.01%	331
2014 Q3	$85K	Buy	778 +178	+30%	+$19.3K	0.03%	232
2014 Q2	$59K	Hold	600	–	–	0.02%	283
2014 Q1	$53K	Buy	+600	New	+$50.5K	0.02%	288

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

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joel Isaacson & Co's LYB Position: Q1 2017 in Review

Joel Isaacson & Co sold out of LyondellBasell Industries (LYB) in Q1 2017, closing a stake of 24 shares — an estimated $2K sold.

Joel Isaacson & Co first reported a position in LYB in Q1 2014 and held it in 12 quarters. The position peaked at $98K in Q2 2015. 765 funds tracked by Wall St. Rank hold LYB as of Q1 2017.

Joel Isaacson & Co reported no remaining LyondellBasell Industries position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 24 LyondellBasell Industries shares in Q1 2017, an estimated $2K.
Joel Isaacson & Co first reported a position in LyondellBasell Industries in Q1 2014 and held it in 12 quarters.
Joel Isaacson & Co's LyondellBasell Industries position peaked at $98K in Q2 2015.
765 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.