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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 – 734
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 $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 $5.7T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return