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Lucus Advisors’s LyondellBasell Industries LYB Stock Holding History

Lucus Advisors’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
2018
Q1 		$215K Buy
+2,035
New +$227K 0.37% 127
2016
Q3 		– Sell
-4,632
Closed -$345K – 265
2016
Q2 		$345K Sell
4,632
-1,459
-24% -$120K 0.28% 186
2016
Q1 		$521K Buy
+6,091
New +$489K 0.31% 134

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lucus Advisors's LYB Position: Q1 2018 in Review

Lucus Advisors opened a new position in LyondellBasell Industries (LYB) in Q1 2018: 2,035 shares worth $215K. The stake represents 0.37% of the portfolio and ranks #127 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in LYB as recently as Q2 2016.

Lucus Advisors first reported a position in LYB in Q1 2016 and has held it in 3 quarters since. The position peaked at $521K in Q1 2016. 820 funds tracked by Wall St. Rank hold LYB as of Q1 2018.

  • Lucus Advisors held 2,035 shares of LyondellBasell Industries worth $215K as of Q1 2018.
  • LyondellBasell Industries was a new Lucus Advisors position in Q1 2018.
  • LyondellBasell Industries made up 0.37% of Lucus Advisors's portfolio in Q1 2018, its #127 holding.
  • Lucus Advisors first reported a position in LyondellBasell Industries in Q1 2016 and has held it in 3 quarters since.
  • Lucus Advisors's LyondellBasell Industries position peaked at $521K in Q1 2016.
  • 820 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.