Princeton Alpha Management’s LyondellBasell Industries LYB Stock Holding History

Princeton Alpha 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
2017 Q1	–	Sell	-22,864	Closed	-$1.96M	–	664
2016 Q4	$1.96M	Buy	+22,864	New	+$1.92M	0.4%	42
2016 Q2	–	Sell	-6,666	Closed	-$570K	–	884
2016 Q1	$570K	Sell	6,666 -20,922	-76%	-$1.68M	0.09%	317
2015 Q4	$2.4M	Buy	+27,588	New	+$2.54M	0.41%	47
2015 Q2	–	Sell	-23,063	Closed	-$2.02M	–	813
2015 Q1	$2.02M	Buy	23,063 +3,239	+16%	+$272K	0.43%	44
2014 Q4	$1.57M	Buy	+19,824	New	+$1.72M	0.44%	34
2014 Q3	–	Sell	-49,940	Closed	-$4.88M	–	760
2014 Q2	$4.88M	Buy	49,940 +31,269	+167%	+$2.98M	1.01%	3
2014 Q1	$1.66M	Buy	18,671 +11,580	+163%	+$974K	0.52%	26
2013 Q4	$569K	Buy	+7,091	New	+$543K	0.42%	43

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 $5.72T 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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Princeton Alpha Management's LYB Position: Q1 2017 in Review

Princeton Alpha Management sold out of LyondellBasell Industries (LYB) in Q1 2017, closing a stake of 22,864 shares — an estimated $1.96M sold.

Princeton Alpha Management first reported a position in LYB in Q4 2013 and held it in 8 quarters. The position peaked at $4.88M in Q2 2014. 765 funds tracked by Wall St. Rank hold LYB as of Q1 2017.

Princeton Alpha Management reported no remaining LyondellBasell Industries position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 22,864 LyondellBasell Industries shares in Q1 2017, an estimated $1.96M.
Princeton Alpha Management first reported a position in LyondellBasell Industries in Q4 2013 and held it in 8 quarters.
Princeton Alpha Management's LyondellBasell Industries position peaked at $4.88M in Q2 2014.
765 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.