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 $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polaris Wealth Advisory Group's LYB Position: Q2 2017 in Review

Polaris Wealth Advisory Group sold out of LyondellBasell Industries (LYB) in Q2 2017, closing a stake of 155,265 shares — an estimated $14.2M sold.

Polaris Wealth Advisory Group first reported a position in LYB in Q2 2013 and held it in 9 quarters. The position peaked at $14.2M in Q1 2017. 747 funds tracked by Wall St. Rank hold LYB as of Q2 2017.

Polaris Wealth Advisory Group reported no remaining LyondellBasell Industries position as of Q2 2017 after selling out during the quarter.
Polaris Wealth Advisory Group sold 155,265 LyondellBasell Industries shares in Q2 2017, an estimated $14.2M.
Polaris Wealth Advisory Group first reported a position in LyondellBasell Industries in Q2 2013 and held it in 9 quarters.
Polaris Wealth Advisory Group's LyondellBasell Industries position peaked at $14.2M in Q1 2017.
747 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2017, filed 9 Aug 2017.