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Montage Investments’s LyondellBasell Industries LYB Stock Holding History

Montage Investments’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
Q3 		$246K Sell
3,050
-50
-2% -$3.86K 0.14% 151
2016
Q2 		$231K Sell
3,100
-413
-12% -$34.1K 0.16% 148
2016
Q1 		$301K Buy
+3,513
New +$282K 0.21% 138

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Montage Investments's LYB Position: Q3 2016 in Review

Montage Investments reduced its LyondellBasell Industries (LYB) stake by 1.6% in Q3 2016, selling an estimated $3.86K and leaving 3,050 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #151.

Montage Investments first reported a position in LYB in Q1 2016 and has held it in 3 quarters since. The position peaked at $301K in Q1 2016. 707 funds tracked by Wall St. Rank hold LYB as of Q3 2016.

  • Montage Investments held 3,050 shares of LyondellBasell Industries worth $246K as of Q3 2016.
  • Montage Investments sold 50 LyondellBasell Industries shares in Q3 2016, an estimated $3.86K.
  • LyondellBasell Industries made up 0.14% of Montage Investments's portfolio in Q3 2016, its #151 holding.
  • Montage Investments first reported a position in LyondellBasell Industries in Q1 2016 and has held it in 3 quarters since.
  • Montage Investments's LyondellBasell Industries position peaked at $301K in Q1 2016.
  • 707 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.