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PWAG
Polaris Wealth Advisory Group’s
LyondellBasell Industries
LYB
Stock Holding History
Polaris Wealth Advisory Group’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
-155,265
Closed
-$14.2M
–
130
2017
Q1
$14.2M
Buy
155,265
+5,154
+3%
+$470K
1.54%
33
2016
Q4
$12.9M
Buy
+150,111
New
+$12.6M
1.49%
34
2016
Q1
–
Sell
-3,040
Closed
-$264K
–
130
2015
Q4
$264K
Buy
+3,040
New
+$280K
0.04%
127
2014
Q4
–
Sell
-28,532
Closed
-$3.1M
–
82
2014
Q3
$3.1M
Buy
28,532
+3,545
+14%
+$383K
0.7%
28
2014
Q2
$2.44M
Sell
24,987
-91
-0.4%
-$8.66K
0.54%
32
2014
Q1
$2.23M
Buy
25,078
+3,745
+18%
+$315K
0.52%
35
2013
Q4
$1.71M
Buy
21,333
+2,883
+16%
+$221K
0.42%
41
2013
Q3
$1.35M
Buy
18,450
+6,730
+57%
+$469K
0.42%
30
2013
Q2
$777K
Buy
+11,720
New
+$741K
0.31%
35
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
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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