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New Capital Management’s LyondellBasell Industries LYB Stock Holding History

New Capital Management’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
Q3 		– Sell
-119
Closed -$13K – 147
2018
Q2 		$13K Hold
119
– – 0.02% 115
2018
Q1 		$13K Hold
119
– – 0.03% 119
2017
Q4 		$13K Hold
119
– – 0.02% 127
2017
Q3 		$12K Buy
+119
New +$10.7K 0.02% 130
2017
Q2 		– Sell
-119
Closed -$11K – 167
2017
Q1 		$11K Hold
119
– – 0.02% 128
2016
Q4 		$10K Buy
+119
New +$9.99K 0.01% 125

Other funds holding LYB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Capital Management's LYB Position: Q3 2018 in Review

New Capital Management sold out of LyondellBasell Industries (LYB) in Q3 2018, closing a stake of 119 shares — an estimated $13K sold.

New Capital Management first reported a position in LYB in Q4 2016 and held it in 6 quarters. The position peaked at $13K in Q2 2018. 854 funds tracked by Wall St. Rank hold LYB as of Q3 2018.

  • New Capital Management reported no remaining LyondellBasell Industries position as of Q3 2018 after selling out during the quarter.
  • New Capital Management sold 119 LyondellBasell Industries shares in Q3 2018, an estimated $13K.
  • New Capital Management first reported a position in LyondellBasell Industries in Q4 2016 and held it in 6 quarters.
  • New Capital Management's LyondellBasell Industries position peaked at $13K in Q2 2018.
  • 854 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2018.

Based on New Capital Management's 13F filing for Q3 2018, filed 5 Oct 2018.