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Mosaic Family Wealth’s LyondellBasell Industries LYB Stock Holding History

Mosaic Family Wealth’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
-200
Closed -$18K – 733
2017
Q1 		$18K Buy
+200
New +$18.3K 0.01% 451
2016
Q4 		– Sell
-118
Closed -$10K – 726
2016
Q3 		$10K Buy
118
+15
+15% +$1.16K ﹤0.01% 511
2016
Q2 		$8K Buy
103
+4
+4% +$330 ﹤0.01% 550
2016
Q1 		$8K Hold
99
– – ﹤0.01% 548
2015
Q4 		$8K Buy
+99
New +$9.11K ﹤0.01% 548

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 $3.38T AUM 44.17% 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

Mosaic Family Wealth's LYB Position: Q2 2017 in Review

Mosaic Family Wealth sold out of LyondellBasell Industries (LYB) in Q2 2017, closing a stake of 200 shares — an estimated $18K sold.

Mosaic Family Wealth first reported a position in LYB in Q4 2015 and held it in 5 quarters. The position peaked at $18K in Q1 2017. 747 funds tracked by Wall St. Rank hold LYB as of Q2 2017.

  • Mosaic Family Wealth reported no remaining LyondellBasell Industries position as of Q2 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 200 LyondellBasell Industries shares in Q2 2017, an estimated $18K.
  • Mosaic Family Wealth first reported a position in LyondellBasell Industries in Q4 2015 and held it in 5 quarters.
  • Mosaic Family Wealth's LyondellBasell Industries position peaked at $18K in Q1 2017.
  • 747 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2017.

Based on Mosaic Family Wealth's 13F filing for Q2 2017, filed 4 Aug 2017.