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Oak Point Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Oak Point Wealth 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
Q1 		– Sell
-7
Closed -$1K – 231
2017
Q4 		$1K Buy
+7
New +$726 ﹤0.01% 206

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

Oak Point Wealth Management's LYB Position: Q1 2018 in Review

Oak Point Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2018, closing a stake of 7 shares — an estimated $1K sold.

Oak Point Wealth Management first reported a position in LYB in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 821 funds tracked by Wall St. Rank hold LYB as of Q1 2018.

  • Oak Point Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 7 LyondellBasell Industries shares in Q1 2018, an estimated $1K.
  • Oak Point Wealth Management first reported a position in LyondellBasell Industries in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's LyondellBasell Industries position peaked at $1K in Q4 2017.
  • 821 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.