LBA Wealth Management’s LyondellBasell Industries LYB Stock Holding History

LBA 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
2017 Q1	$121K	Hold	1,330	–	–	0.06%	133
2016 Q4	$114K	Hold	1,330	–	–	0.06%	136
2016 Q3	$107K	Sell	1,330 -75	-5%	-$5.8K	0.06%	149
2016 Q2	$105K	Buy	1,405 +50	+4%	+$4.13K	0.06%	150
2016 Q1	$116K	Sell	1,355 -120	-8%	-$9.63K	0.07%	136
2015 Q4	$128K	Hold	1,475	–	–	0.07%	145
2015 Q3	$123K	Hold	1,475	–	–	0.08%	134
2015 Q2	$153K	Hold	1,475	–	–	0.1%	106
2015 Q1	$130K	Buy	1,475 +80	+6%	+$6.73K	0.08%	120
2014 Q4	$111K	Buy	1,395 +1,199	+612%	+$104K	0.07%	134
2014 Q3	$21K	Buy	+196	New	+$21.2K	0.01%	229

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $609M AUM 23.67% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA Wealth Management's LYB Position: Q1 2017 in Review

LBA Wealth Management held its LyondellBasell Industries (LYB) position steady in Q1 2017 at 1,330 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #133.

LBA Wealth Management first reported a position in LYB in Q3 2014 and has held it in 11 quarters since. The position peaked at $153K in Q2 2015. 765 funds tracked by Wall St. Rank hold LYB as of Q1 2017.

LBA Wealth Management held 1,330 shares of LyondellBasell Industries worth $121K as of Q1 2017.
LBA Wealth Management left its LyondellBasell Industries share count unchanged in Q1 2017.
LyondellBasell Industries made up 0.06% of LBA Wealth Management's portfolio in Q1 2017, its #133 holding.
LBA Wealth Management first reported a position in LyondellBasell Industries in Q3 2014 and has held it in 11 quarters since.
LBA Wealth Management's LyondellBasell Industries position peaked at $153K in Q2 2015.
765 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.