Pinnacle Summer Investments’s LyondellBasell Industries LYB Stock Holding History

Pinnacle Summer 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
2015 Q4	$78K	Sell	900 -10,615	-92%	-$977K	0.01%	288
2015 Q3	$961K	Buy	11,515 +10,615	+1,179%	+$944K	0.16%	121
2015 Q2	$93K	Sell	900 -11,420	-93%	-$1.15M	0.02%	251
2015 Q1	$1.08M	Sell	12,320 -750	-6%	-$63.1K	0.15%	132
2014 Q4	$1.04M	Hold	13,070	–	–	0.13%	134
2014 Q3	$1.42M	Sell	13,070 -250	-2%	-$27K	0.16%	100
2014 Q2	$1.31M	Buy	13,320 +900	+7%	+$85.7K	0.15%	100
2014 Q1	$1.15M	Buy	12,420 +2,165	+21%	+$182K	0.15%	102
2013 Q4	$823K	Buy	10,255 +4,055	+65%	+$311K	0.11%	118
2013 Q3	$454K	Buy	6,200 +4,504	+266%	+$314K	0.08%	148
2013 Q2	$112K	Buy	+1,696	New	+$107K	0.03%	266

Other funds holding LYB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 16.26% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Summer Investments's LYB Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its LyondellBasell Industries (LYB) stake by 92% in Q4 2015, selling an estimated $977K and leaving 900 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #288.

Pinnacle Summer Investments first reported a position in LYB in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.42M in Q3 2014. 728 funds tracked by Wall St. Rank hold LYB as of Q4 2015.

Pinnacle Summer Investments held 900 shares of LyondellBasell Industries worth $78K as of Q4 2015.
Pinnacle Summer Investments sold 10,615 LyondellBasell Industries shares in Q4 2015, an estimated $977K.
LyondellBasell Industries made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #288 holding.
Pinnacle Summer Investments first reported a position in LyondellBasell Industries in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's LyondellBasell Industries position peaked at $1.42M in Q3 2014.
728 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.