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Legacy Private Trust’s LyondellBasell Industries LYB Stock Holding History

Legacy Private Trust’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
Q2 		– Sell
-6,747
Closed -$615K – 238
2017
Q1 		$615K Sell
6,747
-495
-7% -$45.2K 0.08% 169
2016
Q4 		$621K Sell
7,242
-1,698
-19% -$142K 0.08% 170
2016
Q3 		$721K Sell
8,940
-19,178
-68% -$1.48M 0.1% 159
2016
Q2 		$2.09M Sell
28,118
-1,616
-5% -$133K 0.3% 93
2016
Q1 		$2.54M Sell
29,734
-1,316
-4% -$106K 0.38% 77
2015
Q4 		$2.7M Buy
31,050
+1,182
+4% +$109K 0.41% 69
2015
Q3 		$2.49M Sell
29,868
-27
-0.1% -$2.4K 0.39% 75
2015
Q2 		$3.1M Buy
29,895
+3,120
+12% +$314K 0.47% 65
2015
Q1 		$2.35M Sell
26,775
-3,740
-12% -$315K 0.34% 86
2014
Q4 		$2.42M Sell
30,515
-4,190
-12% -$363K 0.36% 75
2014
Q3 		$3.77M Buy
34,705
+2,870
+9% +$310K 0.58% 43
2014
Q2 		$3.11M Buy
31,835
+21,405
+205% +$2.04M 0.48% 59
2014
Q1 		$928K Buy
10,430
+7,400
+244% +$623K 0.16% 116
2013
Q4 		$243K Buy
+3,030
New +$232K 0.04% 180

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Private Trust's LYB Position: Q2 2017 in Review

Legacy Private Trust sold out of LyondellBasell Industries (LYB) in Q2 2017, closing a stake of 6,747 shares — an estimated $615K sold.

Legacy Private Trust first reported a position in LYB in Q4 2013 and held it in 14 quarters. The position peaked at $3.77M in Q3 2014. 747 funds tracked by Wall St. Rank hold LYB as of Q2 2017.

  • Legacy Private Trust reported no remaining LyondellBasell Industries position as of Q2 2017 after selling out during the quarter.
  • Legacy Private Trust sold 6,747 LyondellBasell Industries shares in Q2 2017, an estimated $615K.
  • Legacy Private Trust first reported a position in LyondellBasell Industries in Q4 2013 and held it in 14 quarters.
  • Legacy Private Trust's LyondellBasell Industries position peaked at $3.77M in Q3 2014.
  • 747 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2017.

Based on Legacy Private Trust's 13F filing for Q2 2017, filed 14 Jul 2017.